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

To: chirodoc who wrote (6659)	5/16/1999 9:27:00 PM
From: Vector1	Respond to of 9719

Chirodoc, Not an educated one V1

To: chirodoc who wrote (6659)	5/17/1999 1:30:00 AM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 9719

Re <<any opinion on BIOM or IMCL?>> Not educated either, but not impressed with BIOM yet. Progenics may be a more honest way to play the cancer vaccine angle, but take this with a big grain of salt. Something about Canadian companies, I guess. IMCL: compare with CLTR and try to justify its much higher valuation; I cannot but can see why some people might. Certainly much bigger potential markets for their lead Ab and, as opposed to Coulter, Imclone does have a pipeline. As I said, not very educated ... Question to you, what makes you pick these two over Sugen, MGI, or even Supergen? Just curious on your line of thought. PB