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


To: Pseudo Biologist who wrote (6658)5/16/1999 9:26:00 PM
From: Vector1  Respond to of 9719
 
<<What are you guys doing shorting ICOS???>>

Ask Rman. I agree the valuation is very high but they have solved the money problems. If their erection pill has a quick onset to action we could be in real trouble.

I agree the CLTR annual report was first rate. It was the first time an annual report brought tears to my eyes. The latest on the filing is theat CLTR still expects that it will be completed by June 30 and that they will get fast track. Unless they file very soon it is not much of a rolling filing. Take a look at Rituxan's sales numbers. Fabulous. Clearly te market wil accept MAB therapy for NHL. I continue to believe Bexxar is a $300m plus drug within 3 years.

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