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

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To: Vector1 who wrote (6626)5/6/1999 4:08:00 PM
From: biowa  Read Replies (1) of 9719
 
V1,

Just some tidbits on portfolio stocks, use them as you wish:

CLTR: At Allicense, the CLTR and SKB people presented together and were all smiles with each other, so probably no problem there.

MLNM: Also at Allicense, making noise like they want to acquire some molecules in clinical development for they're own development.

CGPI: So when is the street going to respond to the sales?

SEPR: Great concept that I like, but on at least one pdt (norcisapride) I've heard unimpressive reviews.

biowa
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