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

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To: Rocketman who wrote (4466)	3/24/1998 11:09:00 PM
From: Miljenko Zuanic	Read Replies (1) of 9719

Hi Rman: Not going into discussion about recently announced clinical data, I will second Peter opinion and view on OP-1 data. In short, I think that you were to harsh on this issue. If this is in relation to your position in Lorian, I would understand. Still one statement bag me : >>I'd call this stock a crapshoot.<< Only stock, or company? If one call SEPR strong bay at ~40 (cap~1.3 b), and CBMI (cap~250 m) crapshoot at ~8, something is wrong in fundamental analysis. I own both, and probably will sell CBMI before SEPR. Still, I think that CBMI will see 16 before SEPR can reach 80. mz

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