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

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To: biowa who wrote (3851)1/6/1998 9:45:00 AM
From: squetch  Read Replies (2) of 9719
 
biowa, I was going to suggest the best pick for downside gaps this year, but I'll yield to the optimist.

My sure thing bet is the biocentury will be one year closer by 12/98. I think NPRO has a possibility to trade w/ a zero and a fraction this year. I think INCY deserves to be the biotech bellwether, at least that's what I'm using.(:>) LGND will make CYBERKEN look very smart(so will AMLN). As I said a month or so ago, gold will outperform oils. Lastly VD Inc will take a serious look at PCYC in the coming year and you will say the photoangio results look very good.(:>) As always subject to change w/out notice.

squetch
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