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


To: tuck who wrote (9040)12/5/2001 4:32:30 PM
From: Vector1  Respond to of 9719
 
TUCK, there are a lot of people who know a hell of a lot more about MOGN than I will ever know. From what I have seen they have an approvable cancer drug. I am not convinced that it will be a blockbuster but at the current valuation it does not have to be. I think the management has done a credible job. Well executed sales and marketing effort and nice cash flow from Salagen which is a marginal drug.
V1