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

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To: Rocketman who wrote (6613)	4/26/1999 1:00:00 AM
From: Gary L. Kepler	Read Replies (2) of 9719

Sure has been quite lately on this thread without V1's active participation. Getting nervous yet on the ICOS short? You were never real clear on what was to be the catalyst to bring down ICOS' price. Were you expecting an offering that would dilute existing shareholders? Also now that GSII is not going to get treble damages, is it time to move on or do you think a significant increase in price will still occur by Nov. perhaps? Finally, when do you think the INCY lawsuit will get sorted out? Sometimes lawsuits can drag on two years or much more as court dates keep getting pushed out into the future. What will it take to get INCYs price to finally bottom and start to turn up? Do you really think that they will cut expense next year and return to profitability? Your views are always most educational and appreciated. TIA

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