VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: squetch who wrote (3654)	12/6/1997 8:34:00 PM
From: CYBERKEN	Read Replies (1) of 9719

<<Burden away CY.>> I don't claim to pick 'um better than you or the others, so I'd definitely find it of interest if anyone else wants to throw in their list. Here's my current non-model stuff with brief comments::: ARRS/SQNA: Great science, fine mgt. team, lotsa cash and partnerships. Eventually, IMO, that's GOT to lead to big earnings. COCN: Good market potential for many CNS drugs of the future. It's my understanding that COCN has some of the best science in this area. That, and they just got toooo cheap. H & Q Life Science Investors closed-end fund: 18 % discount to market; and I couldn't afford all these stocks individually. CEPH: Possible myotrophin approval (Andy and I were just running that horse around the thread), selling for 2X cash. Decent pipeline. CHIR: (1/2 position): I'll buy the other half when they solve the CEO thing. Vivus: Funniest thread on SI!! Forget about Viagra or any other pill. Look at the product photos on their WEB page. What fun is in store!! The battle cry for aging boomers and X'er is going to become: "Noose 'em, Juice 'em and hang on to your hat!!!" (;->)

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next