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

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To: Andrew H who wrote (2048)	8/20/1997 3:45:00 PM
From: biowa	of 9719

!Kung, Know THRT well; loved them in early '95 when they were in the $6-7 range. Since then, they've peaked and languished. IMO, their patch technology is good, but I think it's already factored into the price (investors shrink when you talk about hypogonadism :-( ). Their oral transmucosal platform has been somewhat slow to develop but could eventually pan out. I think the price, however, is stuck here (or lower) until they partner at least the GLP-1 oral candidate. Theratech has traditionally moved well on partnering announcements, so if you have a good sense of when the deal will go through could be a good trading play. Considering the timeline until an oral transmucosal would approach approval, IMO this isn't a great long-term play (unless the price fades south of $9-10). On the plus side, management IMO is competent and doesn't tend to pull bone-head moves, unlike some biotechs. biowa

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