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

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To: Vector1 who wrote (4016)	2/4/1998 11:20:00 AM
From: biowa	Read Replies (2) of 9719

V1, >>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.<< INCY-wait till it pulls back to 45 REGN- very cheap, excellent science MLNM- 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. MOGN- Watch for Salagen sales to continue to show improvement GZTC- If they can establish proof of principal on ATIII<< Well as resident limb cutter, let me join you on the limb. If only because the momentum has been building for an upvaluing of the biotechs. But a reminder to all, it's a roller coaster, and it will come down; you've been warned. (true definition of a pessimist, warning of the correction before the rally <g>) Now on specifics: Agree with most, but MOGN has to prove they've changed and I think GZTC will take longer than expected to break trail with the FDA (will that affect this year's price? don't know). I'd also like to add VRTX and TKTX (on weakness for both). biowa

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