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

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To: Vector1 who wrote (6257)	1/14/1999 2:15:00 AM
From: Pseudo Biologist	Read Replies (1) of 9719

Remembering a great, but not "celebrated" enough, pick (MLNM): Message 6503165 I wonder if you had a chance to attend the MLNM presentation at H&Q (or is it tomorrow?). The stock has certainly taken off in the last month or so. The Bayer deal, among others, still has people talking. This month's issue of Nature Biotechnology (page 16) carries a little article on "platform companies." Interesting quotes from INCY, ARQL, and MLNM, with the first one (Whitfield) NOT anxious to tackle the risks associated with drug development MLNM's Levin OTOH does want (MLNM) to be more than a gene and target company PB

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