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

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To: Miljenko Zuanic who wrote (2078)	8/21/1997 1:59:00 AM
From: Andrew H	of 9719

Normal and reasonable? Them's fightin' words where I come from, MZ. Regarding AMLN, I really don't know what to think now. Yes, there was some insider buying and it is getting cheap here. But I suspect this will be dead money at best for quite a while now. I would prefer to see my money in LGND, ISIP, and GZTC while they work out these problems. As far as GERN goes, I think they have a shot at some blockbuster drugs, but it will take them a long time. They should remain high profile for a while. I think it is a good buy under 8 and a great one under 6. Maybe 500 shares to salt away for a few years. I will leave the complex scientific aspects of the discussion to you and PB, Biowa and squetch.

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