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

To: Biomaven who wrote (6280)1/15/1999 12:32:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 9719
 
Peter:

Couple of quick comments..... (1) again, PCYC was a van den Broek pick, and (2) anyone with an interest in roto-rooter should also follow NOVT.

Well, more comments, actually.... phase I for Antrin, late March, Amer. College Cardiology....... "can expect partnering" (Antrin, and, for non-drug portion, Lutrin in U.S.)

No question, a business plan with leverage.

Rick



To: Biomaven who wrote (6280)1/20/1999 1:24:00 PM
From: jonathan romanowsky  Respond to of 9719
 
Pete,

Thank you very much for your expanded answer. Putting so much energy into a reply, as you did, is what makes the VD threaders so great.

Thanks again,

Jon


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