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

To: Spekulatius who wrote (7344)	12/22/1999 1:28:00 AM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

V1's choices of MLNM, AFFX and CELG are excellent. CRA (holding my nose) may deserve mention, and perhaps even HGSI (holding nose even tighter). MEDI also gets a vote from me: first full year for blockbuster Synagis, clever pipeline expansion getting Vitaxin from Ixsys and taking over UBS, continued progress with MEDI-507, certification of their plant for real products. Though a bit funky, the death of GNE and rebirth of DNA gets a vote from me too. Just this week it made significant announcements on three antibody products. One, anti-IgE, may even have a BLA filed next year (yes, they are in South San Francisco, but these guys DO know what they are doing -g-). I let others with better knowledge make the case for VPHM or TTP. PB