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

To: Biomaven who wrote (5316)7/14/1998 12:23:00 AM
From: Larry Liebman  Respond to of 9719
 
I also bought in today with BTRN. With $3 as your complete downside, it seems like a reasonable risk/reward profile. When you look at $20 drops in PDLI, VRTX, GILD, etc, $3 pales in comparison. I have also been looking at SIBI, which the market is assigning a technology value of $15-$20 million. Again, with a downside of $5, an interesting speculation. Of course, there are several dozen "interesting" stories, e.g., ARIA, CVAS, CBST, GMED, etc.


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