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

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To: Rocketman who wrote (5994)11/20/1998 9:37:00 PM
From: Vector1  Read Replies (2) of 9719
 
Yes, I am back on the net. Don't ask.
You were so efficient with the emails I sent you from 40,000 feet that we got hit on SEPR. I love the stock and didn't think we would get a jump like that. if it went up 4 points I would have raised the target. All in all I think we will get a correction to 70 which is where we should buy it back. I could get talked into 75. I love the stock. the development risk is low and the potential is enormous. However they are arrogent SOBs.
Market is incredibly strong and the I Banks are again talking about biotech IPOs. Unbelievable. Have you ever seen such a quick 360. Asia is still quite sick by the way. i would be very careful in 99. The world economy has a lot of risk and Y2K could hurt a number of companies earnings.
I lifted the sale price on AGPH because Rick posted on the AGPH thread that the Lancet is coming out with a positive comments on Remmune. If Remmune is approvable AGPH is a monster. Rumor is that the company is being shopped but that they are looking for a big time price (North of 60) If Remmune is sucessful 60 is nothing.
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