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

To: nigel bates who wrote (9113)1/17/2002 12:25:06 AM
From: Vector1  Respond to of 9719
 
Nigel, we used to own MLNM but I became convinced it was overvalued. They still have a very substantial market cap that can not be justified by earnings over the next 3 years. I do like MEDX and Abgenix and have been waiting until we have some cash and are cheap enough.

V1



To: nigel bates who wrote (9113)1/17/2002 12:41:57 AM
From: Spekulatius  Respond to of 9719
 
<< I'd argue that there's a better case for CATG than MEDX>>
I don't know CATG very well. , I tried to scalp it but it traded very thinly and my limit orders didn't bite.

Regarding MEDX, i listened to the H&Q presentations:
- 15 HuMAB in clinic by the end of 2002
- 3-5% percent royalty and 7-10M$ precommercial milestone and R&D payments for each "cash and carry" HuMab
- 10 new partnerships in 2002

Not bad.


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