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

To: Vector1 who wrote (5656)	9/25/1998 10:05:00 PM
From: rkrw	Read Replies (2) \| Respond to of 9719

V1, As I recall DURA being your pick, do you have an update or any comments on them? I didn't like the stock previously, but at current levels it looks unreasonably battered. Huge cash hoard, drug candidates progressing. My negatives would be a confusing financial structure with spinouts shielding losses, so a question about dilution or the true share count. Also wonder if estimates on earnings will have to come down. Last concern would be the viability of their current product line (pre-spiros). At $10 it is definitely worth a look. Appreciate any insights you may be able to provide--or anyone else for that matter. May be a stock to add to for your vd portfolio. Off 80% from highs.