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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Cytokine1 who wrote (2398)9/15/1997 1:16:00 AM
From: Vector1   of 9719
 
Cyto, lets hold off on the 4.9375 sale of MATX and keep it at 5.5. Rman likes the company's potential and I can't argue that given their cash position ther is little downside at this point. I must say I am not convinced on the potential. There is very little evidence that incresed doses of current chemo agents prolongs survival. However, I am also know convinced under the margin rules we have been operating under we are OK.
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