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

To: scaram(o)uche who wrote (5743)	10/9/1998 12:51:00 AM
From: aknahow	Respond to of 9719

11 pages, including pictures in Discover Nov. 98 issue on antibiotic resistance and peptides. Actually I found the articles interesting but even if some may find them superficial it is possible they may spark some interest by the public or others in the media. As we know, things that are not news can generate a lot of interest when covered by newspapers and t.v.

To: scaram(o)uche who wrote (5743)	10/9/1998 9:53:00 AM
From: Harold Engstrom	Read Replies (2) \| Respond to of 9719

To All: Which stocks in the portfolio would you buy first and most of? Coulter, although it has appreciated the most of any stock in the portfolio, looks like the most solid. I bought BCHE (Biochem Pharma) yesterday, and also bought IDPH (Idec). Anyone have any opinion about these companies? My reasoning was that BCHE is on the verge of Hep B approval in the US and China and the company is already profitable from sales of its 1st product. My Idec reasoning follows from the company's current profitability and its promising pipeline.