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


To: biowa who wrote (7866)4/14/2000 4:17:00 PM
From: Vector1  Read Replies (2) | Respond to of 9719
 
Biowa,
Blood in the streets. This was a broad based decline. Every time a small rally started it was snuffed our by enormous selling pressure. Even SUN which reported incredible earnings and rev growth was down. SEPR which reported great news in that the FTC delined to act on their LLY was down huge. NPSP was the only stock on my screen that showed a gain.
So what do we do. Others panic creates opportunity. What are the best buys at these levels. Have we hit bottom. how low can we go. With the hundreds of millions raised the sector has never been in better shape. Flush with cash and on the precipice of huge discoveries and new compounds that will generate billions the opportunities are enormous. I couldn't be more excited.
My list of best buys at current prices
Mid to large size
MMP
INCY
PDLI
SEPR

Mini-cap
NPSP
CGPI
If the market weakens we may get even better bargains.

Now, after we pay Uncle Sam where do we get the money?

V1