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

To: Vector1 who wrote (5701)	10/1/1998 12:28:00 PM
From: Rocketman	Respond to of 9719

Agreed and done. V1 on something moving this fast on big news, you should feel free to post the cover ASAP. I wasn't here to get your earlier email suggesting we cover ICOS at $17 7/8 until now. This definitely constituted creative financing on their part. However doing this as a 50:50 JV sure seems to be giving away a big chunk of the long term upside for this potential product, but also sure cuts their risk. Once again Rathmann comes through in the clinch. I too think that this will run up once the markets improve (if they improve). Rman