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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: John O'Neill who wrote (3899)1/12/1998 3:26:00 PM
From: biowa  Read Replies (1) of 9719
 
John,

MLNM...one of my favorites, but it seems to have trouble adding value above the very low twenties. IMO, next big push should come from an expected partnering and possible spin-off of the Predictive Medicines division. PB covered most of the high points already, but neglected the Whitehead collaboration that also includes BMS and AFFX.

Before making an investment in this segment, though, you should make sure and understand the strengths and weaknesses of the other major players: at least INCY and HGSI.

biowa
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