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

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To: scaram(o)uche who wrote (5140)	6/18/1998 5:26:00 PM
From: Vector1	Read Replies (1) of 9719

Rick, I have become a major bull on AGPH. I have liked the management for a long time. I was a little put off when they disappointed the market a quarter ago but the Immune Response deal reaffirms my view that they have a very focused business plan and have shown the ability to execute. I am particularly interested in your view of Remune particularly in light of the recent expansion of knowledge on the way HIV outsmarts the immune system (http://latimes.com/HOME/NEWS/FRONT/t000056812.1.html). Shorters can not hold down the value of a quality company long term. Viracept's market penetration has been nothing short of impressive. It is a tribute to the company and the relative merits of the compound. V1

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