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

To: N/E PATSFAN who wrote (5946)	11/13/1998 12:03:00 AM
From: N/E PATSFAN	Read Replies (1) \| Respond to of 9719

Correction ... "stem cell" not "t cell" Some hype for daytraders may move this in AM: daytraders.org

To: N/E PATSFAN who wrote (5946)	11/13/1998 1:04:00 AM
From: scaram(o)uche	Respond to of 9719

NEPF: You're hanging out on biotech threads now? Good.... our benefit. GZTC.... it's been a story very slow to unfold. As a result, it ended up in third-tier land during the slaughter, 10-97 to 8-98. Good science, and a business plan that, if it goes, could explode. The other company in this area to check out is Pharming (Netherlands). Long-term, efforts such as that at Ligand to replace proteins with smaller chemicals could fry the business plan. People will say "no way", but at least one small molecule has been modeled from what is called an anti-idiotype. Short-term, however, the future looks good. Companies that need to produce large quantities of antibodies, suddenly hot, will be knocking on GZTC's door. Gotta watch the program. Back later. Rick