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

To: Rocketman who wrote (5118)	6/16/1998 9:05:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Rman.... thanks .... a great example of what SI can be. Thank you, thank you, thank you. Rick

To: Rocketman who wrote (5118)	6/16/1998 9:50:00 PM
From: Thomas M.	Respond to of 9719

Your PKN-bashing makes me feel less dumb that I am holding that sinking rock known as GENE. <g> Thanks for the INCY notes. Tom

To: Rocketman who wrote (5118)	6/17/1998 1:24:00 AM
From: James Silverman	Read Replies (1) \| Respond to of 9719

Rocketman, First, I really appreciate your thorough notes from the Incyte meeting. I may finally get in and make it a permanent position. I've been hitting myself for not buying back when it was 10 pre-split after looking into it. Pretty clear these guys are going to be around for a long time and still have a long way to go. Whichever analysts downgraded based upon PKN are missing the big picture. Just a note on your PKN insider sales. Ayefan was the founder and CEO of PBIO which PKN acquired last year. His reputation is a bit seedy would be one way to put it. I'd guess he was simply looking for an out and I wouldn't necessarily classify his sales as meaningful to PKN. Pretty common for new executives via acquisition to dump. His timing certainly was good. Jim