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

To: Vector1 who wrote (6252)	1/14/1999 12:11:00 AM
From: GregSL	Read Replies (1) \| Respond to of 9719

"CLTR is still one of my best pics for 99. Bexxar will be the gold standard upon which all future NHL drugs will be compared." I beg to differ. CLTR is having some difficulties with Bexxar, delaying their NDA. Techniclone (TCLN) is the best pick for '99. Oncolym (Phase II/III to be completed in first quarter 99) will be the gold standard upon which all future NHL drugs will be compared. TNT, currently in Phase II for Glioma, will revolutionize the treatment of all solid tumors. Recently received broad patent allowance for VTA. Anyone using antibodies to target the vasculature of tumors will have to pay royalties to TCLN.

To: Vector1 who wrote (6252)	1/14/1999 6:08:00 PM
From: sim1	Read Replies (1) \| Respond to of 9719

V1. Re "LGND is at best a hold..." If you have the time, could you briefly comment on your current thinking here? Do you see some change in LGND fundamentals, better opportunities elsewhere, or has this simply become a chronic case of investor fatigue? Thanks in advance for your thoughts. Message 4923273