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


To: Gary L. Kepler who wrote (7047)9/12/1999 11:47:00 PM
From: Vector1  Read Replies (3) | Respond to of 9719
 
Gary,
Mostly cutting margin. INCY moved up on no news and has been a pure momentum play for the past week. That momentum is about to change.
With regard to MLMN I love the company but as they approach 3 billion in valuation I do not think the price is a bargain anymore.