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

To: Harold Engstrom who wrote (7717)	3/14/2000 10:57:00 PM
From: Spekulatius	Respond to of 9719

I like Genz's old school - its a stock I know well and which always made me money. I would like to see 38$ or better. Also on my wish list is VRTX at 35$ , LGND at 13$. I'm not sure if we get there but everything is possible in this momentum driven market.

To: Harold Engstrom who wrote (7717)	3/15/2000 11:07:00 AM
From: RWReeves	Respond to of 9719

I agree on GENZ earnings are really nice to have, although oddly they don't count for much in this market. Plus they still have the call on all the baby-G's whether people understand this or not. HGSI looks expensive but relatively cheap considering their IP position which if anything was validated yesterday. Suggest looking at the beat up genomics for value plays for the portfolio. Maybe a foreign issue- CLL, GENXY, CMBHF all way off yesterday completely ignoring fundamentals. CLL and CMBHF have nothing to do with genomics and have some of the nicest immuno pipelines in the market. Party is NOT over. Plenty of nice moves today that don't look like dead cats. Disc- I have GENZ original recipe, CLL, and bought into HGSI today. RWR