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

To: Rocketman who wrote (6070)	12/3/1998 10:12:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Funny, I have been doing some work on PDLI and like what I see so far. GIve me through the weekend on this one. With regard to INIS and NASI which do you think is the better play. V1

To: Rocketman who wrote (6070)	12/3/1998 10:32:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 9719

Rman: Been trying to find time to answer your StressGen question. Yes, I follow them closely, and, in fact, had just posted in another thread that I liked them but saw nothing to differentiate their concept from one where an inflammatory cytokine sequence is used. I would enjoy seeing their having stumbled onto something, as they come from a reagents angle..... I like companies that have the guts to try and grow, particularly if they show a bent for doing the regulatory aspects with some grace. V1..... why are they public?.... there was a window when stocks like BIOI and TECH looked high octane. Sentiment was positive, and they walked through. I've watched them since inception. Money burning a hole in your pocket? I may be wrong, but I believe that I've only made one suggestion for the portfolio..... GLIA. This is what I said 10/31/97..... "IMO, the undervalued biotech". Since then, it's 3-4X. exchange2000.com I would now recommend BTRN...... IMO, the undervalued biotech. Standard disclaimer..... illiquid and risky. An unrelated comment..... I'd set a limit sell for MOGN at about $40. :-) Rick