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

To: Vector1 who wrote (6626)	4/29/1999 12:33:00 AM
From: Gary L. Kepler	Respond to of 9719

V1, thanks for the update! Hopefully, you are raking it in so that you can bottom fish the biotechs while they are out of favor. Perhaps we need a major correction to cause money to rotate out of the internuts. Then some favorable progress on clinicals, instead of all the bad news, and maybe biotech will be off an running by the fall. I litened up a little on ICOS but no way would I have the confidence to short it. SEPR seems to be strongly positioned if one has confidence in their management. They seem to have executed well so far. Another buying opportunity may soon present itself. On INCY, which I have been steadily accumulating for the potential drug royalties in 2005 and beyond, what near term news might one expect other than a legal settlement. In other words, it has been like a slowly falling knife. Whats going to cause it to bottom? If the sequencing is completed by year end, are they going to shed a lot of expense to get back to profitability? I doubt it. Can they really charge that much more for their database screening? There can't be that many more customers among the majors particularly if there are consolidations. Is it time for INCY to start thinking of starting trials for drug development? Perhaps Dave can expand some on these areas for the threads benefit.

To: Vector1 who wrote (6626)	4/29/1999 12:59:00 AM
From: Gary L. Kepler	Respond to of 9719

Just re-read your last message about INCY. So the preliminary injunction is key to a turnaround and not the lawsuit which could drag out a few years. Thanks.

To: Vector1 who wrote (6626)	4/29/1999 1:10:00 AM
From: Gary L. Kepler	Read Replies (1) \| Respond to of 9719

Peter seems to remain confident on SEPR: Message 9197214

To: Vector1 who wrote (6626)	5/6/1999 4:08:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

V1, Just some tidbits on portfolio stocks, use them as you wish: CLTR: At Allicense, the CLTR and SKB people presented together and were all smiles with each other, so probably no problem there. MLNM: Also at Allicense, making noise like they want to acquire some molecules in clinical development for they're own development. CGPI: So when is the street going to respond to the sales? SEPR: Great concept that I like, but on at least one pdt (norcisapride) I've heard unimpressive reviews. biowa