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

To: squetch who wrote (4426)	3/20/1998 1:47:00 PM
From: Phil Cressman	Read Replies (1) \| Respond to of 9719

Took a look at shorting QGENF through a Put this morning but see it still climbing past $76 1/2 at noonhour! Anyone think it will hit the $80s before falling? I agree that the financials and projected earnings for l999 do not support these prices and it "should" fall back below $60 at some point.

To: squetch who wrote (4426)	3/20/1998 2:03:00 PM
From: Rocketman	Respond to of 9719

No, but I think I noticed some sort of analyst change recently. Rman

To: squetch who wrote (4426)	3/20/1998 8:41:00 PM
From: Pseudo Biologist	Respond to of 9719

Squetch, on <<Do you follow LJL BIOSYSTEMS? >> I do not, but isn't this an Aurora-like outfit that just went public? A company that went public just a bit after, and that I find a lot more interesting, is CuraGen. Has been compared with Millennium. The IPO price was 11 and is trading a bit above. A company that went public about a year ago, then tanked in April well below the IPO price, was Coulter Pharm. Does history repeat itself, even across the apple-orange barrier? Andy, it is my role to be negative when the MP flies, and the reverse -g- Or, don't blame me, take it up with the editors of Nature Biotechnology. PB