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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: JF Quinnelly who wrote (4403)3/19/1998 10:59:00 PM
From: Vector1  Read Replies (1) of 9719
 
JF,
The over weighting of LGND vs INCY is more historical than my view on the relative merits. Both companies have enormous potential. We added big to LGND in late summer when it dropped way down in price and I thought it was an absolute steal. We are actuallly waiting for a typical INCY short lived dip to about 43 to buy more.
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