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

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To: biowa who wrote (4618)	4/16/1998 12:37:00 AM
From: Vector1	Read Replies (2) of 9719

Biowa <<Not so certain on LGND. >> Somehow I knew Henry would come to my aid. I could see lightening our positionon LGND especially if INCY continues to fall. We will want to make room to pickup INCY under $40. Maybe we should clip 500 shares if we get back to 15.5 <<Another heretical suggestion...CLTR.>> If you remember I have been fending off lets take some profit on CLTR since it hit 17. It closed at over 30 today. The fact of the matter is that they will complete their phase III this year and interim results will be announced shortly. IMO Bexxar will dominate the NHL market and IDEC is paving the way. There is virtually no risk of dilution given their cash horde and they will prob announce a marketing partner int he second q. No way we are selling. Check again when the stock hits $40. V1

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