Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Cytokine1 who wrote (4236)	3/5/1998 12:06:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Is this what you were hoping for?>> No actually i am slightly disappointed. The key for a company on this kind of ramp up is sequential growth not year to year and the sequential growth from the third q was only 30%. Now that is not bad but I was expecting a little higher. i am undecided as to whether to hold. V1

To: Cytokine1 who wrote (4236)	3/5/1998 4:55:00 PM
From: Vector1	Read Replies (1) \| Respond to of 9719

Cyto and Rocket, lets sell 1015 shares of GENZL reducing our positon in that stock. I haven't given up on it yet and the big ramp may still be a q or 2 away as new docs are continually being trained in the technique. Yes we are overweighed in LGND. That is consistent with my PA and is an expression of my strong belief in that company. If we get another jump to 17 in the short term I would trim the position slightly. Glad INTC is not in the model. Unfortunately it is prominently in my PA. V1