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

To: Rocketman who wrote (8908)	9/6/2001 1:06:25 AM
From: CYBERKEN	Respond to of 9719

So what's the symbol for the National Institute for Health? Are they on the Dow or the Amex? Sounds like their R & D budget is covered for years. Maybe a good candidate for the VD model?

To: Rocketman who wrote (8908)	9/6/2001 2:32:31 AM
From: scaram(o)uche	Respond to of 9719

[ side story ] >> What will the next tulips be??? How about stem cells, black, no, gray market ones??? << side story...... as a collaborative project, in 1980, I was making anti-human lymphocyte MAbs. We made a ton of (known by different nomenclature then) anti-CD4, anti-CD8, etc. But we just threw them away, as antibodies of similar specificity had already been described. They would have been of INCREDIBLE value. But we were purist serologists (we were only interested in describing new molecules), and it was new at that time to blend immunology with corporate profit. but!!..... one year earlier, I was in Tuebingen, explanting teratomas and working with the mouse EC cell line, F9. I was working under a Cancer Research Institute fellowship, trying to induce teratocarcinomas in mice of the C57BL background. Long story. Didn't work. Only got teratomas. Boring things..... .you explant the cells, put them in culture, and watch the cells aggregate and beat as heart muscle or form little erythrocyte factories. Where was my fri$$ing "circa 2000" brain??????????? Want me to go on?? OK..... In 1980 or 81, I was sitting in the lab when my mentor walked in. A company had called him, and they needed someone who could make monoclonals. At that time, it was more art/luck than science. To me, making antibodies was boring. It was using them to describe new polymorphisms that I lived for. I therefore recommended that one of the technicians in the lab (who worked with me 100% time) go to the interview. I forget if she didn't get the job or expressed no interest in it. She did, however, enjoy meeting George Rathman. Oh, the pain. Want more? OK........ I was one of the early employees at SyStemix. Second in line in R&D management, I had responsibility for the lame three of five projects. One of the scientific founders got the two good projects. Anyway, I didn't stay long, didn't stay around to vest. Novartis (Sandoz) soon thereafter bought 60% of the company for $390M. I don't like to think about the number of incentive options that I had. More??