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


To: Vector1 who wrote (6257)1/14/1999 2:15:00 AM
From: Pseudo Biologist  Read Replies (1) | Respond to of 9719
 
Remembering a great, but not "celebrated" enough, pick (MLNM):

Message 6503165

I wonder if you had a chance to attend the MLNM presentation at H&Q (or is it tomorrow?). The stock has certainly taken off in the last month or so. The Bayer deal, among others, still has people talking.

This month's issue of Nature Biotechnology (page 16) carries a little article on "platform companies." Interesting quotes from INCY, ARQL, and MLNM, with the first one (Whitfield) NOT anxious to tackle the risks associated with drug development

MLNM's Levin OTOH does want (MLNM) to be more than a gene and target company

PB



To: Vector1 who wrote (6257)1/14/1999 2:55:00 PM
From: Steve Lokness  Read Replies (1) | Respond to of 9719
 
Vector1;

I thought ABSC had a machine delivered? Is their own machine up and running? Will ABSC do any of their own targets or when they find a hit, will they then partner out? Do each of the machines have their own libraries? Does ABSC sell any libraries along with their machines?

Thanks;

Steve



To: Vector1 who wrote (6257)1/14/1999 8:44:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 9719
 
V1:

Analyst's wrap:

Rich "this is the time for small cap" van den Broek..... GILD, PCYC, SNAP, LKST.

Meg "stick to what has worked" Malloy...... GENZ, CNTO, PGNS, GELX.

Rob Olan....... ABSC, LYNX, PKN, GENXY.

Alex Zisson...... SANG and some irrelevant stuff.

Philippe Cramer....... GENXY, QGENF.