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

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To: Andrew H who wrote (3935)	1/14/1998 2:10:00 AM
From: Vector1	Read Replies (2) of 9719

<<Are you talking about an NDA here? We were under the impression that NDA would not be filed until 2nd H 1998. If it were 2nd Q, that would move the timeline up considerably, but medsunman on the LGND thread said 2nd half.>> My mistake. Checked my notes and the second half of the year is correct. COCN-- I would stay away. Stay far away. AFFX- impressive presentation with Zaffaroni himself in attendence at the breakout. These guys will be major players no matter how things shake out. Time to sleep. V1

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