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Biotech / Medical : IDPH--Positive preliminary results for pivotal trial of ID
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To: I. Luttichuys who wrote (356)2/13/1997 12:48:00 AM
From: James Perry   of 1762
 
Bennett: Am much impressed by MABXA. I couldn't find one of those very informative 10K filings at the Edgar page, but there were other informative documents there. At www.stockmaster.com, I found a nice one year chart on stock prices. With a spread of 3.37-8.50 over the past year, there obviously is little downside. Looked at their financials, and as expected they have made no profit but it looks like they are managing money OK. I share your feelings about what they are doing. So I bought first thing this morning. Now, about buying more IDPH. Pushed up my holding by 60% about a week ago, and I think that more would put my portfolio too far out of balance. I am overweight in biotechs as it is. My only really bad loss came when I fell in love with a stock. So I try to maintain enough discipline to avoid another bout like that! I know, I could love IDPH, and MABXA is not without a certain attractiveness....
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