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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (5791)10/22/1998 11:11:00 PM
From: Andrew H  Read Replies (2) of 9719
 
>> The death of AMLN is not a sure thing.<<

I agree, although it looks probable. The market always overkills when something like this happens. And as you say downside is very very small. I wonder how many millions have been spent by AMLN and J and J altogether--must be more than 1/2 billion, anyway, probabloy closer to a billion. Sad story.

I think there may be substantial upside for GZTC over the next 6 months, perhaps a double, although you are right that there will be no profits for quite a while. But they are making great progress in their collaborations--lots of companies going after them. We will have to see how the overall market does and biotechs in particular. But the bios are showing signs of life these days. Guess it must be the time of year.

I'm doing well altho dreading the onset of winter. No more all wheel drive but we got all season Michelins which do the trick in well manicured Boulder.

Looks like the VD thread has become a well respected and entrenched feature of SI. Congrats.
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