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

To: Vector1 who wrote (7750)	3/18/2000 9:09:00 PM
From: Ward Knutson	Read Replies (3) \| Respond to of 9719

V1, <<Even if you believe that MGI 114 and its analogs are the real deal I encourage you to look at what else is out there>> I have and continue to. I have failed to find such an intriguing blend of safety, based on merits of existing commercial business and potential dramatic upside coming from two fronts - niche pharma expansion & acyfulvene family (factoring in current valuation, market-cap sub $500 million). I wasn't proclaiming it the only bio investment opportunity, rather I was responding (with supporting facts) to your assertion that MGI-114 would find its role solely as salvage therapy (your stance with no supporting facts). I responded with facts, you responded with your hammer and nail thing. I viewed my contribution as significant, apparently you did not. I view this hammer and nail thing as a non-response, and the MGI bull characterization as an unfortunate generalization on your part. It is clear you do not want to discuss MGI Pharma further and that is fine, it is your portfolio thread. Best wishes for continued success, Ward