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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: chirodoc who wrote (6659)5/17/1999 1:30:00 AM
From: Pseudo Biologist  Read Replies (2) of 9719
 
Re <<any opinion on BIOM or IMCL?>>

Not educated either, but not impressed with BIOM yet. Progenics may be a more honest way to play the cancer vaccine angle, but take this with a big grain of salt. Something about Canadian companies, I guess.

IMCL: compare with CLTR and try to justify its much higher valuation; I cannot but can see why some people might. Certainly much bigger potential markets for their lead Ab and, as opposed to Coulter, Imclone does have a pipeline.

As I said, not very educated ... Question to you, what makes you pick these two over Sugen, MGI, or even Supergen? Just curious on your line of thought.

PB
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