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

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To: Rocketman who wrote (4295)	3/10/1998 2:46:00 PM
From: jonathan romanowsky	Read Replies (1) of 9719

Rman, I was also at the conference. I am a student at the GSB. Wes has come into to talk to several classes at the business school regarding the issues of growth in the medical device industry. I agree that the growth could be slow, but as a long-term investor (which I am not sure if the portfolio's focus is the long-term), the market for heart surgery is HUGE-over $5B. Given their recent stock slump, this is a company with minimal downside risk and a huge market opportunity ahead. Finally, Heartport has a very large R&D department. They are looking to apply their minimally-invasive-surgery techniques to other specialties. I don't think that the R&D potential is reflected in the stock price. If they are able to come up with something, we may see a substantial bump-up in their price near term. Finally,,what was your interest in attending the conference? Also, what was your general impression of it. I was an organizer for it, and the feedback would be helpful. Also, my nickname is Roman pretty close to Rman Take care, Roman

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