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


To: Harold Engstrom who wrote (6056)11/30/1998 1:34:00 PM
From: Pseudo Biologist  Read Replies (1) | Respond to of 9719
 
Re. <<Wish I'd followed your every move for the past 3 months.>>

No kidding; every attempt I made to outguess the VD did not, shall I say, work as well -g- ... and not just for the last 3 months.

One recent pick that worked out very well, and has not received much hoopla was Collagenex (CGPI) - the stock is up 20-30% since it was included in the portfolio. If I remember correctly, the pick was done shortly after the company received FDA (or was it panel?) clearance for their product for periodontal disease. Maybe the principals care to comment a bit on CGPI.

PB