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

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To: Vector1 who wrote (9613)	6/17/2003 3:33:19 PM
From: Biomaven	Read Replies (1) of 9719

Congrats as well on YTD performance - quite a rebound. Any suggestions. I sort of echo Rick here. KOSN is clearly interesting - it's about my only decent size holding that hasn't performed. Guess I'd take "well performing" over "interesting" though any day. <g> GLFD seems stuck in the undertow, but it's pretty cheap with a MC of under $150m. I think the primary play here is on Aquavan their new anesthetic (maybe RKRW can comment on this?). Longer term there is the NAALADase inhibitor program partnered with Pfizer (maybe Biotech Jim could comment on this?). I suppose Gliadel sales will pick up at this point, but the market certainly doesn't think they will ever amount to much. The label expansion in theory quadrupled the market size, but even if they quadruple recent sales that still won't amount to much. (But I don't follow them closely enough to understand the impact of inventory adjustments that I think hit them in recent quarters). I haven't bought anything much myself in quite a while - last thing I bought was some DSCO last month (ARDS and conceivably SARS potential). Peter

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