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

To: LLCF who wrote (6363)	1/21/1999 12:01:00 AM
From: Russian Bear	Respond to of 9719

David, You might want to take a look at MGI Pharma (MOGN.) Salagen (a drug that is already approved and on the market) mitigates the down-side risk; MGI-114 (unpartnered outside Japan; in PII for several cancers) provides tons of up-side potential. "Burn" is not an issue: MGI has been approximately break-even, on an operating basis (and is likely to remain modestly cash-flow-positive, going forward, despite the costs associated with MGI-114 trials.) Best of all, MOGN is part of the VD Model Portfolio. <g> Obligatory Disclaimer: I am somewhat less than impartial with regard to this stock -- MGI comprises my largest position. Good luck, RB