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


To: Rocketman who wrote (4849)5/10/1998 2:41:00 AM
From: aknahow  Respond to of 9719
 
Rocketman, another article should prove to be more important for biotechs in general. Mondays Barrons cover story on duPont. duPont outlines three ways it can grow in the Life Science area. One is acquire small biotechs. The others are acquire a large pharma and by investing its' own funds. It says it is considering all of these options. See longer post on Xoma thread for my ideas of implications.

The implications apply to the entire sector, I just posted on the XOMA thread because it was there.<g>



To: Rocketman who wrote (4849)5/10/1998 1:39:00 PM
From: WTDEC  Read Replies (1) | Respond to of 9719
 
Rman, here is another negative ENMD article from next weeks Newsweek, which Henry Niman posted on the LGND thread.

Message 4398424
Regards,

Walter