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

To: Vector1 who wrote (7670)	3/6/2000 9:48:00 AM
From: LLCF	Read Replies (1) \| Respond to of 9719

<. On a relative basis INCY trades at a huge discount on a multiple of revenue basis from companies such as Curagen,Celera, Gene Logic, AFFX, HGSI and MLNM. > Agreed... that's why I thought 'short CRA'. <IMO it will grow to over 300m in sales.> The company is now trading 10-12 X potential 'T'sales... seems rich to me. <CELG's ICE of Ritalin also has blockbuster potential. > Agreed, and it's the upside I suppose... although personally I still don't like the market for the drug given the lack of data on long term effects on children [there's only one way to get it!]. Personally I believe it's a band-aid for crummy diet &/or other environmental problems, but we won't have data for that until the problem gets much worse, so the market is likely to grow. <In sum INCY and CELG while NOT cheap, are among the cream of the biotech crop and deserving of premium valuations.> Well, I wouldn't sell anything else on the list... so RIDE 'EM!!! DAK