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

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To: Vector1 who wrote (2038)	8/19/1997 1:38:00 AM
From: chirodoc	of 9719

V1--does seem that Genzyme is organized; they're on si/genzyme threads, send me email about business, etc. very impressive--for biotech. i'm not too familiar with biogen--but i do trust your advice and, after watching incyte versus hgsi, i may be a convert to the incyte camp. i have been watching amgen drop like a stone and think that it could be a play when everyone has thrown the baby out....wall street is hung up on epo and neupo--forgetting that amgen actually has a strong pipeline. do you or anyone on this thread have any opinions about amgen and/versus chiron? could they be consolidation plays? might they not buy up some of the designer bio labs and take a piece? could they end up like the networkers? kind of a biotech bob and carol, ted and alice?

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