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

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To: Vector1 who wrote (2087)	8/21/1997 6:28:00 PM
From: Andrew H	of 9719

Have to agree with this move. Although personally, I would go for the warrants and get more cheaper. However the stock is fine. From everything the big H says, a lucrative diabetes deal is in the works (along with other positive announcements) and the stock is still cheap. Your move models similar changes in my personal portfolio. I hear the deal for more cash for cyto is likely to be a convertible preferred to an investment banking house coupled with coverage, so there may be no immediate dilution. Agreed that management has been less than confidence inspiring. Shorting GERN at 13 will probably make some money, but with the high season for biotechs approaching, i would be more inclined to bet on stocks going up and buy some more GENZL (for the coming FDA approval) or a bit of IDPH or VISX or SEPR as you suggest. With FDA approval coming and a traditionally strong season for bios, GENZL looks cheap under 9.5.

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