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


To: Vector1 who wrote (6657)5/16/1999 12:20:00 AM
From: Pseudo Biologist  Read Replies (1) | Respond to of 9719
 
Re <<Your wood knock didn't work>> No, with a long bond near 6%, it did not -g- Of course, the little SEPR surprise did not help to make it work.

What are you guys doing shorting ICOS??? This is like MSFT, INTC, CSCO, etc; everyone knows they are overvalued; everyone knows the stocks are going up -g-

Last time you mentioned CLTR there was some uncertainty on the timing of the Bexxar filing; news on that? Nice job on the annual report.

PB



To: Vector1 who wrote (6657)5/16/1999 1:33:00 PM
From: chirodoc  Read Replies (3) | Respond to of 9719
 
any opinion on BIOM or IMCL?

i am starting to DD companies that have unique cancer treatments.

curtis



To: Vector1 who wrote (6657)5/17/1999 7:58:00 AM
From: Thomas M.  Read Replies (1) | Respond to of 9719
 
Anyone have a take on SEPR's Nori data?

sepracor.com

Tom



To: Vector1 who wrote (6657)5/27/1999 9:15:00 PM
From: biowa  Read Replies (2) | Respond to of 9719
 
V1,

You've converted me to CLTR, I've liked what I've heard from them and SKB. On MLNM, they've got a lot on the stove, so it might be dangerous to assume they're overbought. I'll let you know more later on that one.

Have you ever looked at Cubist Pharmaceuticals (CBST)? Realizing we have negative cash in the portfolio, just thought I'd keep the intellectual juices flowing.

biowa