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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: sim1 who wrote (6891)	7/18/1999 3:23:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

First I want to concur with PB that Jeff Bash made a great call on GZSP. Biottech valuations is a great thread. I too thought it would hang around in the 4 range for a while. If it bounces back below 6 we will add it to the model. With regard to Mike's question on ABSC PB answered it better than I could. ABSC has something big pharma needs and I think their technology is quite impressive. I would not sell ABSC before $25. Stuart, CELG definitly fits into this category. Thalomid is a valuable product and they have a strong pipeline. GLFD has had a nice run and has a lot of potential but the home run products are at least 5 years away. The stock is still relatively cheap but I would wait for phase I results on the nueroimmunophillin program with Amgen. The stock may also move if they announce a big partnership on the NAAlADase inhibitor and PARP Inhibitor programs. V1