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

To: tom pope who wrote (8326)10/12/2000 12:05:44 PM
From: Vector1  Read Replies (2) | Respond to of 9719
 
It is always lonely moving against the masses.
V1



To: tom pope who wrote (8326)10/15/2000 10:26:44 PM
From: Spekulatius  Respond to of 9719
 
I like INCY at the current level so much that I bought my first position ever. if one subtracts the cash,INCY is going for about 1.3B$ enterprise value.
Even after the dot.com crash you still cannot buy a decent B2B company for that.
I also begin to like LEXG at current prices. It still looks expensive compared to INCY but a technology leader below IPO price inevitably awakes the bargain hunter in me.


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