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

To: Rocketman who wrote (6075)12/3/1998 10:57:00 AM
From: scaram(o)uche  Read Replies (1) | Respond to of 9719
 
Rman:

I like it, but burn is relatively high and cash probably now approximates MC. If MEDI-507 fails in phase II trials and if AlloMune proves unattractive to partners, then it sits and stagnates until Novartis buys up the pieces.

Rick



To: Rocketman who wrote (6075)12/3/1998 11:49:00 AM
From: Vector1  Read Replies (1) | Respond to of 9719
 
Not so fast,
I have great respect for Rick but want to do my own DD first. The stock is not going anywhere over the next few days. I think biotechs are going to continue to have momentum through January. By the end of Jan we should be looking for short opps.
V1


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