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

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To: Vector1 who wrote (4016)	2/3/1998 6:46:00 PM
From: Pseudo Biologist	Read Replies (1) of 9719

V1, no kidding about genomics plays. One interesting company that has been dead money for a while, but is starting to show some like is Genome Therapeutics (GENE) - I never got back in at 6. Another one on fire is ArQule (ARQL), after H&Q "rumors and innuendo" - I am not sure I would bite at these levels though. Overall, the big pharma turmoil seems to have put the spotlight on so-called "platform" companies, genomics being one of the most visible themes. Following this impression VD's Aurora is also worth a revisit. Is AFFX missing from your list by accident? And thanks for digging out that priceless piece on INCY/HGSI by Rocketman. Should be required reading for genomics investors. PB

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