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

To: Vector1 who wrote (6914)	7/22/1999 12:40:00 AM
From: Pseudo Biologist	Respond to of 9719

The four buys look good (I own all but Aurora, for reasons I cannot recall right now); what's GSII? -g- By all means, go ahead. And thanks for the Coulter piece of news; maybe they have entered the territory where press releases of these kinds of developments may be avoided to keep a low profile with the FDA? PB

To: Vector1 who wrote (6914)	7/24/1999 1:45:00 AM
From: Rocketman	Read Replies (4) \| Respond to of 9719

I'd have no problem selling the GSII, they seem hopelessly stuck in the single digits, and we've even made a profit on them. Although, given our current buying power there is no need to sell for us to be buying more. I'd be hesitant to buy CLTR after the last two days run up, buy could see putting a low ball limit buy ($23-24ish or even lower) in on them to catch them on a dip, but we really are pretty loaded up on it already. I'm rather indifferent on GLIA and ABSC, but I haven't studied up on them (or much else) lately. I'd still like to pick up some INHL (1000 shares or so), I've liked them for a long time and they have been sitting in the $20's for too long now and seem to me to be due soon for one of their rises to the $30's. Now on a historical note: remember after H&Q in January when I tried to interest you in the dreaded AIMM at $2, but you had to fight your gag reflex to even eek out a NO. I've almost bought that sucker without asking you at $2 on a few occasions. Damn if I didn't have it called right, it's at 3 7/16 for a nice 72% gain. I'm not sure about it on the long term, but I've always thought it had some potential for a mid term gain. C'est la vie. Should we be buying some BPUR at its open??? I like the idea of playing into an IPO for a change, and you know I like the long term prospects of the company. Man the CEO sure is loaded up with it though, talk about closely held.... To all on the thread, good to see the high quality communicatin' goin' on here. Wish I had more time to dig and contribute, but I've been doin' the workin' slavin' thing helpin' out with a new internet e-tailer. If you've got a pet and you need supplies, check it out at: petopia.com Talk about money flowing, petopia.com has raised $78 million in two traunches since May. They just got the web site on line Thursday. This is a hot e-tailing area with lots of money getting poured into it. There is a $23 Billion market for pet supplies in the US. It's kind of sad to see so many biotech startups who have been struggling to raise cash and just see huge amounts readily dumped into the internet startups, but the timelines and risks just aren't typically as ugly. I'm kind of getting sucked up into this whole e-tailing mentality though. It just keeps growing and growing with no end in sight. Anyway, may the biotech rally continue unabated. Rman