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

To: Andreas Helke who wrote (4045)2/6/1998 9:22:00 PM
From: William Nelson  Respond to of 9719
 
No interest in ARQL? Based on # of collaborators they seem to
have something, and their income flow should be relatively stable
like that of INCY...certainly is volatile though, up 50% in the
last 2 weeks, but not back to its high of october.



To: Andreas Helke who wrote (4045)2/7/1998 2:24:00 PM
From: Vector1  Respond to of 9719
 
Andreas,
Thanks for the update. So far so good. I think the street is beginning to realize that big pharma and biotechs will not be materially affected by contraction of the Asian economies. Since the Pharmas are trading at healthy premiums to their growth rates larger profitable biotechs such as GENZ, BGEN APGH and INCY become more appealing. SOme of thise companies are trading at significant discounts to their 3 year etimated CAGRs
V1


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