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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (4980)5/27/1998 2:31:00 PM
From: James Silverman  Read Replies (1) of 9719
 
RMAN,
I'd highly recommend Arqule. Its getting down to absurd levels, touched down under $13 today. Plenty of cash on hand, turning a small profit, first IND's should hit this year, probability of steady news flow starting in a couple of months.

I attended the Sepracor annual meeting today. As I see its in your portfolio, all I can say is: Don't sell it. Hold it through thick and thin. This is a story that is going to take 5 years or more to play out. Their potential royalty flow is staggering.

Jim
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