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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Thomas M. who wrote (5106)6/17/1998 9:26:00 PM
From: scaram(o)uche  Read Replies (1) of 9719
 
[ Steve Gorlin ]

Thanks for the pointer, Tom. I liked the guy. He said that he wouldn't discuss anything that he already owned, but then he did such anyway. No hype, however, and a focus on finding good management teams. He was interviewed from Mobile, but he's cited as an Atlanta-based financier in at least two articles that I've seen.

I don't understand why he chose Chiron while discussing the induction of angio..... seems like GNE, SCIO, GenVec, etc. would have been more appropriate. Makes one want to take a closer look at the CHIR program. :-)

However, the guy seemed like a straight shooter.

Rick
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