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

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To: Vector1 who wrote (2737)	10/5/1997 3:30:00 PM
From: biowa	of 9719

V1 Regarding ERGO. For once I have to agree with Andy <g>. B/c of my interest in AMLN, I checked out ERGO a while back (haven't really followed up since) and wasn't impressed with the professionalism. This was at a different level than my dissatisfaction with some very good biotechs when they leave key info out of PRs; IMO, the vagueness and hype just "smelled" wrong. While its possible the fault lies with their IR function, how well will they market to MDs with that kind of approach? Let me know if you think it'd be worth revisiting. biowa

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