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

To: biowa who wrote (7123)	10/2/1999 1:36:00 AM
From: RWReeves	Respond to of 9719

Better uses for the $ Pretty much agree with your assessments on CLTR. As a fairly rabid Bexxar fan, I must say I have come to grips with the fact that good science here is coupled to pretty poor management. I agree the market window for them is closing and other products and competing therapies will capture ever increasing parts of the market and unfortunately, the investing public's fascination. This is especially true for fund managers, hence I think the upside has been hobbled somewhat. CLTR will probably get approval eventually, but after a real struggle, probably a management change, (a la' CTUS in the 80's with Bob Fildes) and limited labeling. I think CLTR will increase in value, but less than other opportunities to use the money. Are they a munch possibility? Probably not. I have reallocated my CLTR bux to CORR, GLIA and TRMS, all down sharply also but with better upside prospects. I especially think CORR is a munch looking for a place to happen. I still have a vestigial urge to buy CLTR, but it's a phantom pain, longing for the missed op. It'll pass. RWR