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

To: Rocketman who wrote (4351)	3/13/1998 11:49:00 PM
From: Cytokine1	Read Replies (1) \| Respond to of 9719

The Medicine Man does INCY, part 1: talks.com

To: Rocketman who wrote (4351)	3/14/1998 1:07:00 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Rman and Cytokine1, I think 300 shares is the right number for SEPR. I also think we should have a standing order to pick at least 100 additional shares of INCY at 43 or better. The stock has a lot of volitility and could easily hit 43 intraday. I would also sell half our BGEN position at 48 and half GENZ at 35. I only do this in the portfolio because we don't pay taxes. I wouldn't do this if we were a tax payer in a high bracket. I took a look at Heartport and would hold off at least temporarily. Surgeons are remarkably conservative and resistant to new methods. I would like to see them regain some momentum before jumping on. V1