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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (4190)2/26/1998 1:39:00 AM
From: Vector1  Read Replies (2) of 9719
 
Rman,
I agree on DURA. A classic and massive overreaction. The problem is that money managers are judged on a quarterly basis and DURA will prob be dead money for a month or two before they complete a new acquisition or the NDA for Spiros Albuterol is approved. This is an excellent company with a huge cash horde. remember they did a convert and raised cash at a cost of about 3.5%. The conversion price is irrellevent at these prices. I'm going to see if we get some more sellers over the next few days and then buy some.
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