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Biotech / Medical : ICN Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?


To: IRWIN JAMES FRANKEL who wrote (800)3/30/1998 2:44:00 PM
From: L.A.  Respond to of 1029
 
ICN HAS NOT CHANGED (JUST THE ANALYST) THEY ALSO DROPPED PFE, SGP, ELI LILLY, BMY, & SEVERAL OTHER ONE'S.

L.A.



To: IRWIN JAMES FRANKEL who wrote (800)9/28/1998 9:34:00 PM
From: Robohogs  Read Replies (1) | Respond to of 1029
 
OT OT OT

IJ -

I am now beginning to give up hope for our favorite little friend. Yes, I believe earnings will be above $3 per share next year, but the market cannot be this dumb. I want to buy more shares in here (near my average cost after averaging up) but I just have too much in this one. Any other ideas you're looking at? I know you once owned ASND - have you looked at COMS in here? Looks cheap. Good luck. Let's hope our ICN plays out, but I'm now diversifying away from ICN - now only 15% of my porfolio down from 33%. ASND (takeout by LU looming at $65), CNTO (RA approval will yield $55 with a PE of 5x ICN's PE), ELN (PE moving ever higher) and APOS (a true future homerun) now dominate that portfolio with COMS growing.

Only time will tell.