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

To: Rocketman who wrote (4714)	4/22/1998 4:51:00 PM
From: Biomaven	Read Replies (3) \| Respond to of 9719

More on portfolio housecleaning: What about AVIR and GLFD? On the flu vaccine front, I'd be concerned about a new oral vaccine being developed in Australia by Cortecs (DLVRY): cortecs.com If this is successful, it would probably trump AVIR's vaccine. I don't know what the prospects are for the Cortecs vaccine, or for its timing, but I'd have to assume that things move quicker in Australia than here. On the GLFD front, sales for Gliadel seem slow, and the stock didn't respond for long to a very nice plug from the WSJ. Again good science and a good cash position, but nothing the street seems to like in its present mood. Neuro stuff in general also got hurt by citicoline. I personally have a few shares of GLFD I bought recently, and am also wondering what do do with them. Peter