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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Dan O. who wrote (2837)10/10/1997 1:14:00 PM
From: Rocketman   of 9719
 
Nice thought, but Bgen went up instead. Missing by a penny currently sure doesn't get the market overreaction that it would have gotten a few months ago. Bgen is one of the Vector's favorites, and I would have no problem adding some shares of them. I think that we should also be watching to add to our INCY position if it corrects at all (or maybe even if it doesn't correct). We've also never put Aviron in the model, and it seems to me now that it isn't going to slide much further and has great long term upside. I'm also starting to get impatient with GENZL and am wondering if the funds might be put to better use in GZTC or GENZ (who benefits by any GENZL upside anyway). We also missed the boat on INHL, which has gone up about 80% this year, and will be a great long term company. NASI, which went from $1.75 to the mid-20's this year. Sugen which is up about 50% in the last month (another I sold before it took off). I would also like to get in on the CEPH fiasco before the FDA makes its final decision, but I'm thinking that it would be a good option play to box with Puts and Calls, as when the FDA decides, it will definitely move massively either up or down from where it is now (hey Sheriff you listening, any option strategy you could recommend?). Anybody see any stocks which should be trimmed from the model, either deadwood or profit taking? Anyway, interested in hearing what y'all think about the above.

Also think MLMN and MYGN are both interesting genomics plays.

Rman
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