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

To: Rocketman who wrote (6719)	5/29/1999 2:26:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

RMAN, Were back in business. Almost 14,000 in buying power. Here are a couple of choices to consider. 100 shares of BGEN at about 109. I am sorry we ever sold this in the model and glad I still have it in my PA. Yes its big cap but (1) Avonex is a true blockbuster and will continue to show strong growth for two more years at least, (2) the company just reported preliminary phase IIb analysis for Amiveve (LFA3-TIP) and the results are very impressive. The drug is a fusion protien that is highly specific and has shown high efficacy for severe and moderate psoriasis withvery few side effects. This is a large market (over a billion worldwide) and existing drugs which include steriods and Methatrexate (sp?) have significant long term side effects, (3) Antova(antiCD40ligand) is in multiple phase Is and will enter phase II this year for lupus and kidney transplant. It is early but This drug IF successful could exceed Avonex and Amiveve combined. The preclinical data in Monkeys in transplants was impresive. In sum this is a class company that is already a premier biotech. In 5 years their marketcap could rival Amgen. Buy another 200 shares of SEPR at 63 3/4. this stock is oversold. Yes at $140 is was ahead of itself. Even in a conservative earnings model the company makes $6-8 per share in 2003. Apply a 35 multiple to year end 2002 and discount back at 25%. Thats right its worth about $100 per share present value. Buy more CLTR. OK OK we probably have enough. Stock is starting to creep up. I smell a filing next week. Buy TKTX. It was up big today but I would take a nibble in the mid twenties. V1