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

To: tnsaf who wrote (7863)4/13/2000 9:20:00 PM
From: Harold Engstrom  Read Replies (1) | Respond to of 9719
 
Jason, it is possible that TKTX is also being hurt by the impression (one that I think is accurate) that Genzyme is about to win the footrace for Fabry's. TKTX really talked this one up and if they don't pull their bacon from the fire, then it may signal something to the investment community that TKTX is more air than action.



To: tnsaf who wrote (7863)4/13/2000 10:50:00 PM
From: Vector1  Respond to of 9719
 
Jason,
I like TKTX, alot. I think they have an important enabling technology. However, I think there is a high likelihood they will loose the AMGN litigation. The stock will get pounded and I will buy.
V1


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