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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (4249)3/7/1998 12:38:00 AM
From: John Zwiener  Read Replies (2) of 9719
 
More on Igen. You can look at the following thread. I like to do
periodic updates every quarter where what's going on is summarized.
It's probably somewhere within the last 100 posts. Usually, it's just
2 of us posting so there's not much to go through. Though I feel
Igen is still way underpriced, it has been going up. From 5 around eight months ago to 27 today (up from 20 monday).

I can try to summarize the different areas to make it easier to follow.
Some of it is obvious and some is subtle. Subject 11972

by the way, I would leave Ligand along. I feel that what is there will
be soon realized by others. Ligand appears to be very cheap to me.
Also, sepracor is obvious IMO.

Maybe dump the stocks that no one has a strong opinion on (where
no one is sure about the prospects).

Regards (and thanks for your incyte).
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