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

To: aknahow who wrote (5836)	10/29/1998 8:17:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

George: You forgot the "you can have the money back if...." part. ;-) >> IMO something is happening with CORR and XOMA. << Doesn't sound like a bad match, actually. >> I think you will be able to determine which companies most deserve to be bought and by whom but I wonder if the big guys that make the decisions will be as scientific and logical. << They're getting smarter. Moreover, we have companies like AMGN, CHIR, MLNM and others that are capable of using their strong currencies (or, in the case of CHIR, cash) to improve the breadth of their pipe. DuPont.... they want to be a pharma. Perhaps not wise, but I'm very glad.