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

To: Vector1 who wrote (9613)	6/16/2003 12:05:06 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

V1: My favorites don't fit the portfolio's style. A wonderful situation may be shaping up with TLRK. If their first drug candidate crashes -- and there's very little enthusiasm -- it will crater with an amazing number of innovations moving through early trials and preclinical. KOSN? GLFD? You seem to be doing fine without extraneous ideas. Cheers! Rick

To: Vector1 who wrote (9613)	6/17/2003 3:33:19 PM
From: Biomaven	Read Replies (1) \| Respond to of 9719

Congrats as well on YTD performance - quite a rebound. Any suggestions. I sort of echo Rick here. KOSN is clearly interesting - it's about my only decent size holding that hasn't performed. Guess I'd take "well performing" over "interesting" though any day. <g> GLFD seems stuck in the undertow, but it's pretty cheap with a MC of under $150m. I think the primary play here is on Aquavan their new anesthetic (maybe RKRW can comment on this?). Longer term there is the NAALADase inhibitor program partnered with Pfizer (maybe Biotech Jim could comment on this?). I suppose Gliadel sales will pick up at this point, but the market certainly doesn't think they will ever amount to much. The label expansion in theory quadrupled the market size, but even if they quadruple recent sales that still won't amount to much. (But I don't follow them closely enough to understand the impact of inventory adjustments that I think hit them in recent quarters). I haven't bought anything much myself in quite a while - last thing I bought was some DSCO last month (ARDS and conceivably SARS potential). Peter

To: Vector1 who wrote (9613)	6/17/2003 5:39:34 PM
From: tuck	Respond to of 9719

I also like KOSN in spite of its overhang problem. GLFD is also interesting, though their use of some recent convert proceeds to buy out shorters has me scratching my head. Other things on my summer shopping list are AMEV, MIL (play on all these approvals and manufacturing scaleups, though MIL's had a good run of late, still looks reasonable, though not a 10 bagger), HBIO, NBSC, CRGN, SQNM, and RIGL. Maybe CATG? I haven't bought anything recently, either, and will likely hold off of doing so for another month or two. I think your idea of taking some off of the table in CELG and SEPR is a good one, reinvesting the proceeds during the summer doldrums. Cheers, Tuck