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

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To: Harold Engstrom who wrote (5099)	6/11/1998 8:30:00 PM
From: Pseudo Biologist	Read Replies (1) of 9719

Harold, I'd look for posts by Peter Singleton, Andreas Helke, and Vector1, for example, for realistic and hypeless evaluation of Ligand. Henry's web page is a great resource for pulling all the information together. For constructive criticism, take a look at recent posts by Rick Harmon in the LG*D thread. He raises valid concerns on dilution, executive compensation and the like. You wanted an opinion? Good but far from the sure shot, slam dunk X bagger, some make it sound. At 12 and change one has to like the potential. Now, if they pull another Glycomed (oops, make that Seragen), ... PB

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