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

To: squetch who wrote (3877)	1/6/1998 11:33:00 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

OK, here we go, if you insist, 1. Xoma will have a good phase III trial, finally, and stock will revisit double figures. 2. Rituxan will sell like hot cakes 3. MEDI-493 will be approved but MEDI wont't do much after reaching low 60's on the expectations. 4. Centocor's Avakine will be in trouble after FDA asks for more data for the Crohn's registration 5. Vertex PI for HIV will be approved before the end of 98, but will not sell more than Viracept or Crixivan. Still, will do nicely for VRTX. PB