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

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To: Vector1 who wrote (4608)	4/14/1998 9:56:00 PM
From: Biomaven	Read Replies (2) of 9719

V1, <<Lets start a discussion about any of the companies that you feel should be sold or our position reduced>> I guess my two biggest issues would be the heavy overweight of LGND and the Genzyme contingent. I agree that LGND is good value (I have some in my own portfolio), but I question whether it should be nearly 20% of the entire portfolio. The LGND story is so complicated, that I fear it's going to take some significant product sales to convince the street that they're for real. I worry about GZTC, with their recent floorless convertible (the game is going to be to spot the 5 days when the preferred owners are going to be shorting like crazy at the close). On the long side, I would still push for PCYC. Take a look at my post on their thread for my out-of-context quote of the H&Q analyst on the prospects for Gd-Tex. Compare its market cap to that of CLTR, which is maybe starting to look a little pricey. Also MLNM looks cheap to me, and maybe ARQL. Peter ("petty official" indeed! This is the last new thread that you're associated with that I'm going to approve - unless that job offer is _really_ good, of course.)

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