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

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To: scaram(o)uche who wrote (5743)	10/9/1998 9:53:00 AM
From: Harold Engstrom	Read Replies (2) of 9719

To All: Which stocks in the portfolio would you buy first and most of? Coulter, although it has appreciated the most of any stock in the portfolio, looks like the most solid. I bought BCHE (Biochem Pharma) yesterday, and also bought IDPH (Idec). Anyone have any opinion about these companies? My reasoning was that BCHE is on the verge of Hep B approval in the US and China and the company is already profitable from sales of its 1st product. My Idec reasoning follows from the company's current profitability and its promising pipeline.

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