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

To: Vector1 who wrote (7674)3/6/2000 9:58:00 PM
From: Biotech Jim  Read Replies (1) | Respond to of 9719
 
CRA may have a ton of momentum, but it also apparently has 2x sequence coverage of the entire human genome using shotgun methods. I can hear those bioinformaticists hard at work deciphering genes into cDNAs. There may soon be additional press releases concerning this CRA progress on the genome. One has to have courage to short this one here.



To: Vector1 who wrote (7674)3/9/2000 12:51:00 AM
From: Spekulatius  Respond to of 9719
 
Alza (AZA) a good value -
has anybody looked at Alza? I think its a good value now,the pipeline seems to come along nicely. 1B$ in sales with 3.6b$ market cap seems like a bargain to me.
Yes they use a bit accounting magic to pay for R&D but it seems like money well spent. I jumped in to buy some shares today and try to dig a bit deeper. I would like to hear the opinion from the gurus of this thread...


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