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

To: Vector1 who wrote (7316)	12/16/1999 2:23:00 PM
From: Biomaven	Respond to of 9719

V1, Ralf: My view is that there are some companies where you should give someone else the first double or triple. ISIP is just such a company, IMO. If they really had a successful cookie-cutter approach to creating new drugs, then you would still make plenty of money buying it after it had first tripled. I agree with V1 that the gene therapy companies are probably in the same category. I'm prepared to wait for some success and only then pay up. Note that this is different from a stock like ENMD or XOMA - if they are successful, it is likely too late to buy them - they are not likely to just keep going up and up after an initial success. On LGND, my view is that I'll take another view when they are profitable and/or they get some clinical results with breast cancer and Targretin. Right now, I'm happily enjoying the gene frenzy with a nice position in GLGC. I think GZTC and GZMO are interesting overlooked tag-along plays in mAbs and gene-frenzy respectively. (Check my post on the Biotech Value thread): Message 12307113 Peter