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


To: Vector1 who wrote (7046)9/12/1999 11:41:00 PM
From: Gary L. Kepler  Read Replies (1) | Respond to of 9719
 
V1, isn't this a bit of a strong reaction? Are you cutting margin or have you lost faith in INCY? Since you also unloaded MLNM I believe, do you think they are all over-valued and can be picked up much cheaper later? Or do you no longer like the story?

Thanks,
Gary