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

To: lwd who wrote (7171)	11/10/1999 6:02:00 PM
From: Volsi Mimir	Respond to of 9719

Somethings UP with VICL? anyone happen to know? crow

To: lwd who wrote (7171)	11/10/1999 7:20:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

LWD, You are welcome. I made some mistakes but on the whole the portfolio is doing well. Unfortunately I have been too busy with work and family to give it sufficient attention. I will continue to hold CELG as there remains significant upside. IMO Thalomid could become a multi hundred million dollar drug and the company's single isomer version of Methylphenidate for hyperactivity in children looks like a real winner. Thalomid's sales are now 90% to oncologists and as the company publishes more clinical trial results i think the drug will become part of a multi drug regimine given for many cancers including myeloma, lung cancer and glioblastoma. With regard to the Vical question I believe they are planning to give an update on Allovectin and Luevectin at a conference in NY on Friday. The buying is ahead of the announcements. v1