VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vector1 who wrote (4015)	2/3/1998 12:45:00 PM
From: Vector1	Read Replies (5) of 9719

OK I am going out on a limb, but I am going to make a call. I believe we are at the beginning of a substantial biotech rally. The apparent merger of Smith Kline and Glaxo has highlighted the importance of research in this area especially on the genomic side. Financial professionals that I work with are all of the sudden interested in genomics. We will see, but I would add to my biotech holdings and personally plan on doing so. Since we can not add to the fund the following are my favorites in no particular order: INCY-wait till it pulls back to 45 REGN- very cheap, excellent science MLMN- will be a genomics player long term CLTR- wil own the Non -Hodgekins Lymphoma market in 3 years FUSE- coverage just initiated by CSFB and a great platform TGEN- very cheap. If the CF phase II is positive its a triple LGND- Buy at 11. The overreaction to the PFE announcement will be long forgotten when Panretin is approved for KS MOGN- Watch for Salagen sales to continue to show improvement GZTC- If they can establish proof of principal on ATIII and the CRO continues to grow its a $20+ stock before the end of the year V1

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next