Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pseudo Biologist who wrote (7345)	12/22/1999 1:42:00 AM
From: scaram(o)uche	Respond to of 9719

>> I let others with better knowledge make the case for VPHM << May very well be a candidate for next year's picks. They've hidden too much about the HCV- and RSV-specific molecules. As many know, I feel that they're shaking out as dependable, close to the vest types. We'll know more, now that these new molecules are making the PR circuit. This isn't really a company where I would be the best SI interface..... there's too much physical chemistry stuff. The case..... nice indications, phase III trial under belt, low toxicity of lead molecule, plenty of cash, leverage up wazooo. Very high risk, potential payback quite substantial.