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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Torben Noerup Nielsen who wrote (9595)5/14/2003 12:54:29 PM
From: Vector1   of 9719
 
Torben, I think there is no question the FDA is easing. Iressa, Velcade 3 months early. Very exciting for the industry. A number of controvesial drugs coming up including Biopure's Hemopure in early June. If this trend continues it is an enormous positive for the industry. I would not want to be short this sector right now It could take off like a rocket. CELG, NBIX, OSIP all up over a buck. SEPR up another 63c to almost $22. That stock was written off for dead 6 months ago. I need to update my views on CBST.

V1`

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