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

To: Rocketman who wrote (6927)	7/24/1999 2:21:00 AM
From: Merritt	Respond to of 9719

Rman: BPUR's an interesting company, and probably worth a play, IMHO. But they did have manufacturing constraints, and when I spoke with a company employee last year, he said they were only interested in a limited exposure to the veterinary market (he was their salesmanager). There's a horse race going on right now between BPUR and NFLD as to who will get FDA OK first. BPUR has a more narrow and controlled focus for their PIII (it's limited to a particular abdominal surgery procedure) than does NFLD (they've targeted trauma pts). NFLD would get the broader labeling, but it may be that BPUR (with Koop on the board) gets first OK in humans. Long term they should both do well, IMHO - BWDIK?

To: Rocketman who wrote (6927)	7/24/1999 1:35:00 PM
From: Vector1	Respond to of 9719

Rman, OK, lets add 1000 shares of INHL. Good longterm prospects although I do not expect much in the short term. Regarding AIMM you can't buy everything. If you throw a pig in a lake it might swim but for my money I would rather bet on a pedigree Lab. I will try and convince you on ABSC. Nothing but a string of good news over the past 6 months validating their technology. YEs we have a lot of CLTR. The stock will crack $100 by 12/01 V1