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

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To: Cytokine1 who wrote (4930)	5/17/1998 7:15:00 PM
From: Vector1	Read Replies (1) of 9719

CYTO, I guess I am now a netscape man since my Explorer failed me. I have found the two browsers to be very similar thus far. I don't think we will see much movement from GENZ since Thyrogen is a small market $20-40m in sales at maturity and $4-10 in 99. It is prob worth listening in on the conference call. I think the sector is in for a run although the street has such a poor understanding of relative valuations it could create some great shorting opportunities. I believe the biotech sector is the most inefficiently priced creating huge buying opportunities. Explain Organogenisis valuation compared with GZTC, INCY,LGND or even BGEN. yes its hard to compare. Prior to EntreMed the market was giving scant value to preclinical or even phase I work. EntreMed shows us what happens when the mainstream media gets ahold of someof the potential. Take GLFD for example. Thier preclinical nueroligands have enormous potential but are recieving very little value. what happens when they enter phase I and the NY Times runs a story about curing Parkinsons with an oral agent. V1

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