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

To: Vector1 who wrote (4622)	4/16/1998 11:13:00 AM
From: Andreas Helke	Respond to of 9719

I have written a post about a Lehman Brothers Incyte research report on the Incyte thread. Message 4083912 Andreas

To: Vector1 who wrote (4622)	4/17/1998 2:41:00 PM
From: biowa	Respond to of 9719

V1, On CLTR: >>...they will complete their phase III this year and interim results will be announced shortly [thereafter]...they will prob announce a marketing partner in the second q.<< Hopefully they'll hit 40 when they announce the partner, b/c IMO biotechs often show a dip several months out from PIII results before the clinical trials gamblers start coming in. Just suggesting a possibility of a way to take some profit (i.e., a virtual short). On LGND: As I said to Henry, my question here is a timing issue. Can we project value movements? biowa