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


To: Andreas Helke who wrote (4075)2/11/1998 7:49:00 PM
From: Pseudo Biologist  Read Replies (3) | Respond to of 9719
 
Thanks Andreas -g- But, just 4.4%? That's about the usual spread for INCY.

If I recall correctly, you have said nice things about Sepracor already. Any thoughts on PCOP? Also, today's release from Ligand on action of one of their compounds in a mouse model of cancer is very interesting. Maybe the VD model will get even more margin room tomorrow.

PB