VD's Model Portfolio & Discussion Thread Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cytokine1 who wrote (5653)	9/24/1998 1:22:00 AM
From: Rocketman	Read Replies (2) of 9719

OH MY GOD WE HAVE BUYING POWER AGAIN!!! I agree with V1 on the MLNM deal reminding folks of INCY potential. Plus, INCY has recovered somewhat as it has been way undervalued for a while now. Think about it as being up nearly 50% from its low in 3 weeks. Not a bad return for those who took the opportunity, and I believe its recovery is just beginning. V1, I would have covered the ENMD short long ago, but in the mid teens, not the $20's. It seems to be rising a bit too much too, but I'd have to see it back to ridiculous levels like the mid-30's again to want to short it. I don't see ICOS as a short until they are in the mid-20s. I'm hesitant to short anything with a possible interest rate cut looming. All ships may suddenly rise. Our models equity is up huge in a short period of time. Sure hope the trend continues, it sure would be nice to be back in the black. Rman

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next