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

To: Vector1 who wrote (8050)	7/5/2000 1:29:12 AM
From: Torben Noerup Nielsen	Respond to of 9719

V1, For whatever litle it's worth, I think Incyte has the potential of Microsoft 15 years ago. Exaggerated? Possibly. But if you look at their patent estate and their approach to genomics, it's not impossible. This time I think it's in my portfolio to stay. I paid more than you are offering; I paid $83/share. But if it goes where I think it ought to be, the extra $1/share isn't going to matter. I trade for real and I often use market orders when I want to get something. Limit orders are too unpredictable for me in terms of execution. Thanks, Torben P.S. I read a few interviews with Craig Ventner and I was not at all impressed....

To: Vector1 who wrote (8050)	7/5/2000 2:01:51 AM
From: Torben Noerup Nielsen	Respond to of 9719

V1, Just for fun, when you have some spare time, take a look at NABI. I know, it's a bit off the beaten path, but it is interesting in lots of ways. Yes, I'm rather long that one and I have been on and off. Now I'm there to stay for a while. At least till the Fall. No, it's not Incyte, but it's a possible 10-bagger and a probably 5-bagger with success in just one of several programs. It's got potential both for veterinary and human medications and the former could be major money makers. It's not clear that the timing is right though. It might just sit there for a few months. Incidentally, anyone have any thoughts on Viropharma? I've been picking it up in healthy chunks. I like the exclusive focus on virii. Thanks, Torben

To: Vector1 who wrote (8050)	7/5/2000 9:02:34 AM
From: scott_jiminez	Read Replies (1) \| Respond to of 9719

Vector... No disrespect, of course, but your statements and opinions about Incyte of late are beginning to detract from the historical objectivity of this thread. I could replace 'INCY' with 'ARIA' or 'KLIC' (or numerous other companies) - and so could thousands of other investors with their pet investments - and feel perfectly justified in doing so. I could provide countless reasons why it would be completely appropriate to view both ARIA and KLIC as valued in a echelon of disrespect, how their products/research are leaders in their respective fields, and why their managements will assuredly guide revenues to incredibly lofty levels. Everyone feels their company is dissed and most have profuse commendations of management. Read: stockholder. To repeat my earlier comment, this is, to some degree, a son-of-Incyte thread and it's becoming more apparent that your view of this company does not undergo the same high level of objective analysis that you apply to every other stock in your portfolio.