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

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To: Pseudo Biologist who wrote (4077)	2/12/1998 6:19:00 PM
From: Andreas Helke	Read Replies (3) of 9719

I like Sepracor as a business but I am pretty wary about the stock price. For now I prefer to watch it from the sidelines and wait for either a serious price decline or a clear indication that it truly deserves its lofty stock price. Does anyone have an earnings estimate for 1999? I learned a lesson about valuation when I bought Ascend, Cascade and Fore Systems in 1996. I am still holding them but I think that I will have to wait a few years to get back to my original buy price let alone show a decent profit for my holding period. Ligand is doing wonders for my personal portfolio. No big surprise with a weighting of more then 30%. I hope Ligand finds a new and higher trading range after this quarter. I did not expect that it would return below $12 after the diabetes deal with Eli Lilly. Fortunately I could afford to buy more when Texas Instruments decided to convert my Amati Communications shares into cash. PCOP is new for me but I think I have to take a closer look. Andreas

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