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

To: Cytokine1 who wrote (3982)	1/24/1998 7:06:00 PM
From: biowa	Read Replies (3) \| Respond to of 9719

C1, Thanks. Looks like MDYN didn't have quite enough steam to make it out the door. Perhaps Monday. BTW, since we seem to be the only folks left on the thread, what do you say we have a little fun? (I'm sure V & D would love to come back and find themselves heavily invested in AIMM, IMUL, COCN and some other names we can think of.) We'll just restructure ourselves as a "value investing" fund (of course, which stock in biotech doesn't qualify for value investing, especially with the blush now off of AGPH...wait, maybe INCY, AFFX and IMNX don't qualify). big <g> biowa

To: Cytokine1 who wrote (3982)	1/25/1998 12:27:00 AM
From: Vector1	Respond to of 9719

Cyto et al.' Can anyone explain to me FUSE's weakness over the past few months. Looking at the portfolio there are a couple of absolute bargins. GLFD at 18 looks ridicuously cheap to me. When you subtact out the large cash horde they have and the value of Gliadel and Dopescan the Nuero ligand program and their other technology is being valued well below $200m. I believe the reason is that the company and AMGN will not commit to saying the Immuno ligand program will have a compound in clinicals this year. Thus the only news that will move the stock this year is another collaberation which prob won't happen untill the third q. We could be looking at a dead stock for a while unless Gliadel sales pick up. I it goes any lower I am going to have to increase my personal position. TO bad the fund is stuck. V1