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

To: Andrew H who wrote (3932)	1/13/1998 5:48:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

More HQ Notes Most impressive and compelling presentation so far is CLTR. Remind me to short IDEC in about 1 year Weakest presentaion so far was MDYN. Stock has been hit big time and may even deserve it. In addition to the rev shortfall they have a problem with the MegaBace capillary system. If they can't solve the problem in Q1 they are in big trouble. BGEN announced that Avonex sales have accellerated again. Look for BGEN to hit 40 before the end of the month. This company has its act together. GENZ, was strong but nothing spectacular. Lilly spoke glowingly of their alliance with LGND. Genset, had great interest but English is a second language to these guys. Market is back today. Off to more presentations and cocktail receptions. V1