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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (4612)4/15/1998 3:24:00 PM
From: biowa  Read Replies (3) of 9719
 
V1,

As regards the portfolio:

I tend to agree with your evaluation of GZTC as a keeper at these prices, especially since everytime I hear of a potentially competitive transgenic technology they seem to either be collaborating with GZTC or in discussions.

Not so certain on LGND. We've had a number of milestones pass that were supposed to push this puppy to the moon and we're still basically where we started. The question may not be what we think of the technology, but when the market will begin to realize the value. If it takes a year for the picture to start to clear might it not be better to put the money to work elsewhere and revisit this one later?

Another heretical suggestion...CLTR. What do you see as the timeline on this story? Could this one fade a little before the next run-up and should we take some of the profit off the table now, invest elsewhere and then buy back in at a lower level in advance? Just a thought.

biowa
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