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Biotech / Medical : T/FIF Portfolio
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To: scaram(o)uche who wrote (327)12/27/1998 1:37:00 AM
From: Larry Liebman  Read Replies (2) of 1073
 
Good luck on OSIP! If I had to choose 3 biotechs that have been "executed", I'd select GENE, OSIP, and ARIA. I continue to see GENE as an exceptional value, and wonder if they will be "taken out". Of course, PFE might view OSIP in a similar vein. What is remarkable to me is that AMGN, with a 1 point raise in its pricing, could buy all three!- and you could just about throw in ONXX for good measure.
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