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

To: gue who wrote (221)	2/28/1999 6:16:00 AM
From: Mike McFarland	Read Replies (2) \| Respond to of 3158

My thoughts exactly techstocks.com The last sentence of my post is the bottom line;-) Maybe it is time for something like a new VD's model portfolio, freshen things up with some new picks etc. I should think that MLNM and SEPR have had their run, and a few things should really just be trading vehicles --gztc and lgndw for instance should not be long term holds--when they seem to be so tradable. Also, IMHO, even if Incyte is a great long term hold like everybody seems to think, I sure see an awful lot of AFFX in the news, And I wonder if Curagen, Gene Logic, or maybe even Hyseq would give better a bang for the buck (if you could just figure out which one is going to survive or be aquired). Has there been any talk on this thread of a Munch Portfolio? I can chat it up and throw out my fantasy munch, but I guess I'd rather have the guru munch to work with. (mike's fantasy munch portfolio... Elan buys Sibia at $8 Geron buys CytoTherapeutics at $5 Hoechst buys Ariad above $9 remember the worthless warrants, heheh) Bayer buys CNSI at $4