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


To: Dan O. who wrote (3811)1/1/1998 12:01:00 PM
From: Vector1  Respond to of 9719
 
Dan, the reason to sell shares of MOGN if forced is because the money we have invested does not give us any maintenance value for our margin position. I agree it is very very cheap. ClTR still has a relatively small maket cap compared to the potential of Bexxar. INCY is fully valued but is a core holding in any biotech portfolio. If it hits 50 we may lighten up a bit.
V1