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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: tuck who wrote (9400)10/15/2002 6:09:15 PM
From: Vector1  Read Replies (1) of 9719
 
In the short term pay down margin debt. I do like MEDX at the current valuation. They could create a lot of value if they merged with ABGX. They only people on the planet who dont think that makes sence are the managements of the companies. If you want to play the living dead of biotech stocks ACLA is an interesting play. Over 2x cash to valuation but they are pissing away cash like a drunk freshman at Octoberfest. AFFX is a great company but not as cheap as it was last week. Hard not to consider MLNM at the current valuation.

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