Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Pseudo Biologist who wrote (8246)	9/17/2000 9:31:39 PM
From: Larry Liebman	Read Replies (1) \| Respond to of 9719

I muddled around, looking for reasons to buy LEXG in June, wondering why it was available for $16. Then they announced a "tripling" in their long-term MLNM contract. I saw revenues, but not a piece of the pie. The ABGX partnership triggered my buying- a joint discovery alliance. This was followed by an additional discovery pact with ARNA. I don't know whether their "knock-out" agreements with academic centers, i.e, Scripps, Rockefeller, Harvard, Hopkins, Hughes, Stanford, et al, etc., will have any R&D implications, but it does add potential bang-for-the-buck.