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

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To: Rocketman who wrote (4925)	5/17/1998 7:05:00 PM
From: Vector1	Read Replies (1) of 9719

Rman, I downloaded the new version of Netscape today. Took over an hour but it is worth it. I agree with the MOGN buy at $8. Could happen and newbies rotate in the sector. A partnering deal with a major pharma on MGI 114 could send us rocking and rolling in this environment. Mixed feelings on the GENZ stop order. although they got the rec on Thyrogen convincing docs will not be easy and it is not a major product. It will be interesting to watch the biotechs with cancer drugs in clinicals this week as the Oncology conference goes forward in LA. Look for a strong week for CLTR and we may have to cut half our position if it hits $40. I am also expecting a strong week from LGND as signal tranduction is getting some exposure and a hot topic is cancer preventive therapies. V1

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