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

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To: Cytokine1 who wrote (3989)	1/25/1998 12:14:00 AM
From: Vector1	Read Replies (2) of 9719

Cyto, I would like to see Denver pull it out although I have to admit they are probably overmatched. Farve is great and this Dorsey Leven(sp?) dude is unstoppable in the second half. I think Denver will keep it close in the first half and then GreenBay will pull away in the second half. Market is mercilous right now. Biotechs are clearly out of favor. Reviewing the portfolio MDYN is the only one I don't feel good about long term. I do have some concerns about AFFX which I have been voicing for a while but with the recent pullback I wouldn't sell. I wouldn't be surprised if AFFX shows some more short term weakness. I think the 98 event that will drive the stock is a settlement with INCY. listening to both sides at HQ there clearly is a desire for a settlement. Frankly I think the companies should merge. what a powerhouse that would be. Investors are figuring that the patent landscape is full of landmines. AFFX will have a seat at the table when it all gets worked out and will own the high esity market which will be important long term. V1

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