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

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To: John O'Neill who wrote (3899)	1/8/1998 9:19:00 PM
From: Pseudo Biologist	Read Replies (1) of 9719

John, I'll try here since the MLNM thread is kind of dead. As we've said before big deals are also ongoing with Roche (obesity) and with Lilly (on areas I can't recall at the moment). MTC and PFE are just the most recent deals. I have the info elsewhere, but I believe there are two or more significant partnerships. I will post more info if you are interested and if biowa does not beat me to it. They are developing a complex but exciting business plan with a BioTherapeutic and a PharmacoGenetics unit on top of the genomics "core". This, of course, may confuse Wall St (but if you are in Ligand, confusion of Wall St. should be the least of your worries regarding MLNM; even Henry will admit that -g-). I share your feeling on the current price levels, I am holding what I have, and adding on weakness (like in the 17+ range a few weeks back; in this kind of market I may be even more careful). I cannot read charts nor volume patterns so I cannot comment further on that, but would appreciate your perspective on this point. PB

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