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


To: Vector1 who wrote (8164)8/13/2000 5:24:53 PM
From: CYBERKEN  Respond to of 9719
 
Thanks, I will find those posts.

LOL...Got a little carried away with LGND myself once. Didn't realize it ranked that low in the portfolio's history.



To: Vector1 who wrote (8164)8/15/2000 6:42:58 PM
From: chirodoc  Read Replies (2) | Respond to of 9719
 
anyone have opinion on BLSI?

,,,,,,,altropane might be a good cash cow while they are getting other clinical trials together.

,,,,,,,11 products in pipeline,,,,,,7 bucks,,,,,,,focusing on parkinson's and attention deficit in early stage products.

seems like some smart moves.

don't own any,,,,,,,,yet.

curtis



To: Vector1 who wrote (8164)8/15/2000 7:50:34 PM
From: Cytokine1  Respond to of 9719
 
Those of you who spotted something funny with the YTD numbers, thanks, I found I had credited rather than debited the margin/cash account on the last few BUYS. I think it should look ok now, C1.....the heat is getting to me ;)



To: Vector1 who wrote (8164)8/16/2000 12:25:25 AM
From: Spekulatius  Respond to of 9719
 
Speaking of weak management, LGND again has missed earnings, supposedly because of a revenue shortfall. Ontak is getting cannibalized by Targetin and R&D has been cut back.

Clearly, they try to turn the ship around with tighter cost controls and more focus but they have to pay for the sins of the past.Sooner or later Elan will take them over for cheap, IMHO.I still would buy some below 10$ in a weak moment.