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


To: scaram(o)uche who wrote (5027)5/29/1998 11:46:00 PM
From: Rocketman  Read Replies (2) | Respond to of 9719
 
So, you think I should have covered the ICOS short today when we were up $1700 or so eh??? V1 emailed me that we should cover at 21 1/4, but I didn't agree, but now I'm hearing it independently from you.
Sooooo, I'm tending to be swayed. What do y'all say that we should cover at the close price of $21 1/16 and take our $937 dollar profit and run(I know you hate using close prices Rick, but that was one of the things we said we'd do when we set up the thread since V1 and I tend to communicate at night, and there has been no after the bell news).

What's going on Monday with Rathman?

If you think Rathmann is going to drive this stock, then we should cover and re-short it after the run up. We've got the weekend to decide.

Rman



To: scaram(o)uche who wrote (5027)5/30/1998 7:29:00 PM
From: Cytokine1  Read Replies (1) | Respond to of 9719
 
>>come to Pavlov when a biotech shoots up<<

A lot of drooling over these, but you never know what can happen with the thinly capitalized. Gravity has a way of taking over even with the better stocks. I saw $18 looked like a "return" to test the base.

Portfolio bosses V1 and Rman just may take their gains now at the Friday close. Money in the bank...(quickest low-risk profit).. Hard to argue with that move!

Recall of Viagra? Uffff! With the administration gunning for the big boys Mr Softy and Intel, another notch in the belt would be PFE. Hope it doesn't happen.

Martin



To: scaram(o)uche who wrote (5027)5/31/1998 11:30:00 PM
From: James Silverman  Read Replies (1) | Respond to of 9719
 
>Rathman's target is two phase III trials initiated in '98, and to start a phase I with a new, orally-active "potential monster". >

Rick,
Is the ICOS drug in clinicals orally active? That one sentence above has been bugging me.

Jim