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

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To: Vector1 who wrote (6657)5/27/1999 9:15:00 PM
From: biowa  Read Replies (2) of 9719
 
V1,

You've converted me to CLTR, I've liked what I've heard from them and SKB. On MLNM, they've got a lot on the stove, so it might be dangerous to assume they're overbought. I'll let you know more later on that one.

Have you ever looked at Cubist Pharmaceuticals (CBST)? Realizing we have negative cash in the portfolio, just thought I'd keep the intellectual juices flowing.

biowa
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