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Biotech / Medical : Novartis -- Ignore unavailable to you. Want to Upgrade?

To: Tom Wilkes who wrote (74)11/1/1997 11:19:00 AM
From: Sonki  Read Replies (1) | Respond to of 296
 
tom, thx for the research work. which other drugs were widely held besides nvtsy.

tech: i assume u must have intc, msft and csco (my core holdings)
for sap, look at a thread called saphy ( not sure of the spelling).

Ask a person named Ibexx. (i think saphy is too high).

first you must have those 3 named above.
my home email for the weekend : davefmly@aimnet.com



To: Tom Wilkes who wrote (74)11/1/1997 3:10:00 PM
From: dougjn  Read Replies (1) | Respond to of 296
 
Tom, what do you think of Biogen? They have rising sales in some real products, and some very promising R&D...and they aren't expensive for a drug on next year's earnings. They slightly disappointed on aggressive numbers last two quarters due to somewhat slower of their arthritis drug in Europe. VL says on target now.
I don't hold yet but am tempted. They held up real well this past week.

Regards, Doug


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