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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Torben Noerup Nielsen who wrote (9569)	3/22/2003 10:40:49 AM
From: Vector1	Read Replies (2) of 9719

Torben, I have added IDPH in the low 30s to my PA. Rit is going to continue to grow. Zev will ultimately not be very big but at the current price you are not paying for it. I think it is also worth taking another look at the MAD companies ABGN, MEDX and PDLI. They are crying for consolidation. Would be interested in anyones views. CRXA should get Bex approval. The question is sales. If you believe Bex exceeds $150m in sales in year 3 of launch you have to buy CRXA. SEPR even after the runup still remains a favorite. If Estorra and MDI X approved SEPR is a $50 stock minimum. Thats still better than a triple from current level. Downside greater at current level. V1

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