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

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To: Vector1 who wrote (4269)	3/8/1998 11:13:00 PM
From: jonathan romanowsky	Read Replies (2) of 9719

I have become a recent reader of this thread. Thank you all for the education in this sector. Let me rally behind your invitation for a company. I would like to open up the discussion around Heartport. First, I am not sure if this portfolio is against investing in device companies? If not, then Heartport may be a good fit for a long term investment. The market for heart surgeries is HUGE (More than 1MM per year in the US). Also, they are all done by 2000 heart surgeons that Heartport is getting in bed with. These doctors are becoming more comfortable with the Heartport system. The stock has been hit hard for not meeting doctor adoption projections. They were probably to high to begin with. Now, the stock may be undervalued because the big market is still there, doctors have more evidence that this procedure is effective and patient testimonies are being heard more and more. Thus, I recommend discussing whether this would be a good fit in the portfolio. Thanks again for letting me learn from you... Jonathan First time threader

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