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

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To: biowa who wrote (2289)	9/6/1997 3:04:00 AM
From: Vector1	of 9719

<<While we're at it, what do you make of IDPH's take on the CEPH options gamb>> Interestiing low risk gamble, but hell they are supposed to be thinking about manufacturing MABs in large quantiites and develop new drugs not play amatuer arb. I haven't created the matematical model to figure the exact breakeven because they are not specific enough on the premiums or the timing (is it 12 months or 15 months) but essentially IDPH wins if the stock appreciates more than 15% over a 12 month time period but less than 85%. Again its hard to tell because there are undisclosed caps. It is probably a good bet but at most worth a buck a share. V1.

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