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


To: scaram(o)uche who wrote (4064)2/11/1998 4:40:00 PM
From: Vector1  Read Replies (2) | Respond to of 9719
 
Rick,
I would call the results mildly disappointing. Looks like Gliadel is going to be a very modest product. The real juice is in the small molecule program with Amgen. Looks like I make a mistake buying in the high 20s but the potential is huge. Probably dead money until they anounce a new deal or commencement of clinicals.
V1