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

To: Vector1 who wrote (8056)	7/5/2000 11:43:43 AM
From: Torben Noerup Nielsen	Respond to of 9719

V1, For what little it is worth, I agree with you. I took another 1,000 shares of INCY this morning at the open. With a stock like this, I use market orders so I got it. I think I paid $83 or something like that. Thanks, Torben

To: Vector1 who wrote (8056)	7/5/2000 1:10:19 PM
From: tom pope	Respond to of 9719

PCOP taking a 20% haircut on this news??? siliconinvestor.com

To: Vector1 who wrote (8056)	7/5/2000 1:47:43 PM
From: scott_jiminez	Read Replies (1) \| Respond to of 9719

To repeat the thrust of my previous post... Once again, fill in 'ARIA' (or KLIC) for 'INCY' in your post and, except for the highly specific details, the scenario plays out roughly the same. For example, in the case of Ariad, the company has a highly versatile, completely proprietary platform which will very likely become a huge cash cow within a number of years. If anything I have been insufficiently aggressive in purchasing ARIA in the past (although I did OK selling the warrants into the spring rally). Ariad is unquestionably in a leadership position in the implementation of bioinformatics towards small molecule development for intracellular signaling. With Stuart Schrieber and Gerald Crabtree continually aiding in Ariad's product development, the company has developed a patent repertoire second to none. The reason I noted a lack of respect for Ariad was that the company is rarely mentioned as a participant either in the field of genomics or bioinformatics although that is clearly its' turf. Additionally, it was trashed by Briefing.com last ~March based on a tunelvisioned analysis of the applicability of its platform. I completely disagree with that viewpoint and continue to place my $$$ on Ariad to prove it. Every word of the above overview is true. In short, there are striking parallels between Incyte and Ariad. I have co-opted some of your language to show that INCY is one of undoubtedly countless stocks where a similar scenario could be described. My entire point here is that I believe you have 'allowed' the VD portfolio to become quite stagnant....there's a large measure of inflexibility in accommodating new ideas. I suggested ARIA for the portfolio a couple of weeks ago and didn't even receive a reply. Are you willing to research other biotechs to the same degree you do your beloved INCY to make this a truly representative and progressive representation of the sector? Forget about Ariad, what about a stock like Hypertension Diagnostics (HDII), a medical device company, which appears to be on the verge of a significant revenue stream (and has had a recent run to prove it). I understand that this is your portfolio and I appreciate the magnificent returns your shown over the years. You will appreciate as well when shareholders of other biotechs not only identify with your concerns about their pet stock, but express these views to show INCY’s perceived situation is hardly unique. BTW, excuse my dense naivete, what happened to Rman Dave?