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


To: Pseudo Biologist who wrote (6286)1/15/1999 4:53:00 PM
From: Rocketman  Read Replies (2) | Respond to of 9719
 
Wow PB, you got an INCY steal! I sure was glad to see the price recover today. What a ridiculous giveaway yesterday. You must have been either hovering on the trigger or got lucky in your timing. V1 wanted to pick some more up for the model if it hit $29, but I'm more glad for my PA to see it recover than I would be for the model to get some more cheaply. We are all big believers in INCY.

Rick and V1 made the INCY presentations at H&Q and I would love for them to post their notes and observations. They were pretty effusive in describing it verbally.

I think MLNM is a solid company, run by solid management in a field with huge growth potential. This is definitely one to be in for the long haul.

Rman