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

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To: Vector1 who wrote (4016)	2/4/1998 10:59:00 AM
From: Biomaven	Read Replies (1) of 9719

<<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.>> Move over, I'm going to join you on that limb. It's pretty lonely out there now, but that's the best time to grab a spot. <g> As for stock picks, I'd still go with SEPR. Their announcement today with J&J on Hismanal means they now have license agreements with big pharms on all announced second-generation non-sedating antihistamines. (Improvements on Seldane, Claritin and now Hismanal.) This is a projected $5 billion market by 2003. Further, levalbuterol approval later this year should give the stock a further kick. Aside from SEPR and PCYC, the rest of my biotech portfolio looks remarkably like your list. Peter (hoping the limb doesn't break)

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