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

To: LLCF who wrote (7232)	11/23/1999 11:23:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Dave, I am actually thinking of deleveraging. I think the MOGN debate has been excellent some condescending comments notwithstanding. I am not attacking MOGN but trying to stimulate debate on a position I do not have a strong buy/sell view at this point. For now I am going to do more work. One area I am going to look at is whether there is any competition for Salagen in clinical trials. I will also re-read everything I can find on MGI 114 over the Holiday weekend. Thanks to all for the input and keep it coming. By the way I am also thinking of droping 500 shares of CELG.I love the company but from a portfolio standpoint the position may becoming to large. A good problem to have. Great news from INCY today singing a huge amendement to their deal with PFE. Wouldn't it be nice for INCY to regain its momentum. Run baby run. ABSC news regarding lilly is imo neutral. V1