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


To: Rocketman who wrote (4850)5/11/1998 12:20:00 PM
From: Thomas M.  Respond to of 9719
 
Thanks for the response. I find it interesting that Mark Lampert values collaberations with big pharma very highly, because he respects their ability to sift through good and bad drug projects. Yet, he prefers to invest in small-cap biotechs. This gives me comfort, that he feels there is value there.

Tom