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

To: Pseudo Biologist who wrote (4020)	2/3/1998 7:49:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

PB, going back and reading through some of Rockets old posts reminds me of how much he is missed. He is one bright (and lazy) dude. I do like Aurora and think their patent portfolio will be difficult to invent around. AFFX is not an accident. From a trading standpoint the various litigations is a cloud on the stock. A deal with INCY would result in a substantial pop and could happen this year. My concern is with the number of competing technologies. AFFX willclearly own the high density chips, but for lower density uses some of the competing technologies may be cheaper and moe flexible. Lee Hood's ink jet company is but one example. I would also add GENZ and BGEN to the list. Both companies are well managed and trade at discounts to their Pharma cousins on a multiple basis notwithstanding better likely growth rates. While this may be justified by their reliance on single blockbuster products remember that even the large pharmas rely on 4 or 5 main products for most of their gross margins. In addition adding another significant drug for either company will result in huge appreciation and both Avonex and Cederase are safe for many years. V1