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


To: Vector1 who wrote (6071)12/3/1998 10:21:00 AM
From: Rocketman  Respond to of 9719
 
I'm not sure which I like better on INIS and NASI. I think INIS is a good long term play, but with short term potential. I think NASI is a good short term play with long term potential. Or vice versa??? I'd say pick up some of both, but let's be reasonable and not back up the truck, we can fit enough in the trunk.

Through the weekend on PDLI eh? Gettin' slow in your old age!

I'm going to cover ENMD today. It's been doing nothing but sittin'.

I wouldn't mind buying back some more GENZ too. Or putting in an order to pick up SEPR again at say $80 or so.

We've got $135,798 in buying power at the moment, let's use it!

Rman



To: Vector1 who wrote (6071)12/3/1998 10:46:00 AM
From: Rocketman  Read Replies (2) | Respond to of 9719
 
V1, let's do a Harmon and buy up a bunch (5-10K shares) of BTRN too. I agree it is undervalued, at about 1/2 cash valuation, and since we have so much buy power, I'm not concerned about the non-marginability.

Rman