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Biotech / Medical : Munch-a-Biotech Today -- Ignore unavailable to you. Want to Upgrade?


To: Larry Liebman who wrote (101)1/27/1999 7:32:00 AM
From: Epicenter  Respond to of 3158
 
I own Sepracor, Monsanto, Pfizer, Immunex, and Agouron, and Abgenix.

I recently deleted Gilead (would get back in closer to the launch of GS4104) unless it becomes too expensive due to merger mania that started yesterday (and switched the money to Lycos!).

I track seriously Triangle, Cell Pathways, Vertex, Chiroscience PLC, Enzon, Idec, Medimmune, Aviron, Biota (Australia), and Medarex.

The reason I don't currently own these stocks is because the fundamentals and financials for the stocks I own are currently better. Normally I own stocks for at least 2 years since otherwise I get killed with the taxes.

I avoid Geron, Entremed, Sugen, Ariad, and most biotechs whose science is either questionable or time to market is too long for me or anyone else for that matter.

Epicenter