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


To: JF Quinnelly who wrote (4403)3/19/1998 10:05:00 PM
From: Cytokine1  Read Replies (1) | Respond to of 9719
 
JFQ, you're back, where you been hiding? Hope you have weathered El Nino ok this year.



To: JF Quinnelly who wrote (4403)3/19/1998 10:59:00 PM
From: Vector1  Read Replies (1) | Respond to of 9719
 
JF,
The over weighting of LGND vs INCY is more historical than my view on the relative merits. Both companies have enormous potential. We added big to LGND in late summer when it dropped way down in price and I thought it was an absolute steal. We are actuallly waiting for a typical INCY short lived dip to about 43 to buy more.
V1