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


To: Spekulatius who wrote (7413)1/5/2000 1:09:00 AM
From: Vector1  Respond to of 9719
 
Spekulatius,
i agree on GlIA. TKTX has interesting technology but I think they are going to loose the next round against AMGN. This does not mean they will not be successful, but if they loose it may be a great buying opportunity.
VRTX would have to get into the 20 to get my interest.
SEPR to me is getting very cheap and is becoming a great value.
V1