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Biotech / Medical
VD's Model Portfolio & Discussion Thread
An SI Board Since April 1997
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Emcee:  Rocketman Type:  Unmoderated
Introduction Compact
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8844Thought's about AFFX. I have been watching AFFX for a while but have not invSpekulatius-6/29/2001
8843VD's MODEL PORTFOLIO 6/27/01 Change $2100 UP 0.19% Started 4/9/97, $100KCytokine1-6/27/2001
8842Vector1, >>Off for a real vacation for a week with my family. I promised tuck-6/27/2001
8841VD's MODEL PORTFOLIO 6/25/01 Change -$24930 DOWN -2.23% Started 4/9/97, Cytokine1-6/25/2001
8840TO all: Off for a real vacation for a week with my family. I promised no computVector1-6/23/2001
8839Tuck, CALP's strong suit is that they are able to do actual biology on a chiVector1-6/23/2001
8838Larry, I still think INCY is undervalued and underappreciated, particularly as Rocketman-6/23/2001
8837VD's MODEL PORTFOLIO 6/22/01 Change -$10985 DOWN -0.97% Started 4/9/97, Cytokine1-6/22/2001
8836V1, FWIW, I believe there is a little market overlap between AFFX and CALP, buttuck-6/22/2001
8835V1, thanks for the feedback. I have a position in AFFX which I'm not necessaGary L. Kepler-6/21/2001
8834Gary, I am interested in what others think, but I don't think AFFX and CALP Vector1-6/21/2001
8833And from Merrill Merrill Lynch Global Securities Research (CELG; $27.15; D-2-1-Vector1-6/21/2001
8832There's a thorough discussion of this on the Celgene thread, e.g. Message 1Doc Bones-6/21/2001
8831Deep Venous Thrombosis and Thalidomide Therapy for Multiple Myeloma, in NEJM curpaul ta-6/21/2001
8830Rocketman, I wonder what you make of INCY at $18. I continue to hold a position,Larry Liebman-6/21/2001
8829VD's MODEL PORTFOLIO 6/20/01 Change $59190 UP 5.40% Started 4/9/97, $100Cytokine1-6/21/2001
8828V1, long time no talk, hope all is well! The portfolio seems to be recovering niGary L. Kepler-6/20/2001
8827OK, I'm officially biased on the WAT/QGENF issue now: cboe.com As I type,tuck-6/20/2001
8826Ralf, Pretty much agree with you here. I think WAT might hold up a little betttuck-6/20/2001
8825Stefaan - WAT is still not cheap for a 15% grower: 5 x sales, 6 x book: biz.yahoSpekulatius-6/20/2001
8824VD's MODEL PORTFOLIO 6/19/01 Change -$15410 DOWN -1.39% Started 4/9/97, Cytokine1-6/20/2001
8823V1 is there any place in the port for WAT now it has come back ? cheers Stefadalroi-6/19/2001
8822GenomeWeb asks the scientist in the lab about the murine array replacement progrtuck-6/18/2001
8821A Foolish opinion of AFFX' market opportunity, FWIW: fool.com Kick 'emtuck-6/18/2001
8820Jason, its probably a good buy especially when it dropped to around 13. UnfortunVector1-6/18/2001
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