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


To: Biomaven who wrote (4715)4/22/1998 6:11:00 PM
From: squetch  Read Replies (1) | Respond to of 9719
 
More on portfolio housecleaning:

What about MOGN? I know you can't cry about it b/c as shareholder you have had your tearducts removed. If V1's take on the PII is correct, what is going to drive it up more. Already did their earnings and a Euro deal won't be til after this PII data, right?? Chart looks like it could go from 7-8 for awhile. Strictly a trade I'm suggesting.

I have been waiting for AVIR to fill some of that gap for 9 months. I don't count the few trades in Oct.



To: Biomaven who wrote (4715)4/22/1998 6:11:00 PM
From: Vector1  Read Replies (1) | Respond to of 9719
 
Peter,
<< I personally have a few shares of GLFD I bought recently, and am also wondering what do do with them.>>
Put them in a safe place and forget about them. It is a huge lottery ticket. The market is huge and unmet, they are well funded and they have a real shot at being successful. Wall street is putting a huge discount on pre and early stage clinical developments.

V1



To: Biomaven who wrote (4715)4/22/1998 6:37:00 PM
From: Vector1  Read Replies (1) | Respond to of 9719
 
Peter,
Cortecs is still in phase I. AVIR has completed two massive phjase IIIs and is expected to file their BLA this quarter. Cortecs is 3 to 4 years behind.
AVIR's stock performace has been disappointing. However I believe we will get a nice pop when the BLS is filed.
V1