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


To: Rocketman who wrote (5222)6/27/1998 12:33:00 PM
From: Vector1  Read Replies (3) | Respond to of 9719
 
Rman,
I agree with your moves although I would not have been offended at selling 500-1000 shares of the Ligand warrants. We may sell more than that to buy AGPH which I love from a risk reward standpoint. Amazing how some foolish analysts can create doubt in a stock and cause it to loose millions in market cap. Same thing happened with GENZ. The Inhale report is complete rubbish. An inhaled version of insulin would be a MAJOR home run. It is even possibly preferrable to an an oral version. In additon the new metered dose inhalers do not require any coordination in order to consume an exact dose.
Also Collagenix is coming up on a FDA decision. It may be worth going long on some calls.
V1