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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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9094VD's MODEL PORTFOLIO 1/3/02 Change -$272 DOWN -0.02% Started 4/9/97, $10Cytokine1-1/3/2002
9093Suggest you reset the YTD change %. 2001 was a most forgettable year for all porCYBERKEN-1/3/2002
9092VD's MODEL PORTFOLIO 1/2/02 Change -$35838 DOWN -2.60% Started 4/9/97, $Cytokine1-1/2/2002
9091VD's MODEL PORTFOLIO 12/31/01 Change -$28760 DOWN -2.05% Started 4/9/97,Cytokine1-12/31/2001
9090<< Spec, VD, isn't PRCS to be differentiated from IMCL as efficacy notSpekulatius-12/31/2001
9089Stefaan, management is very important, but at almost everything is a buy at someVector1-12/31/2001
9088<i>i thought management is of prime importance ?</i> Except, perhaptom pope-12/31/2001
9087V1 I have never liked this management team and have not given the company seriodalroi-12/31/2001
9086As Peter Suzman wrote on the biotech valuation thread, the information gleaned oVector1-12/31/2001
9085From the TSC article this weekend (http://www.thestreet.com/_yahoo/tech/adamfeueHarold Engstrom-12/30/2001
9084Spec, VD, isn't PRCS to be differentiated from IMCL as efficacy not shown--iquidditch-12/30/2001
9083contra tomorrow 1/ if i look at the graphs of other "disasters" I woulSpekulatius-12/30/2001
9082V1 regarding IMCL , well i woudl sell CRXA or MOGN :-) put in a low limite of dalroi-12/30/2001
9081OK VDers where do we buy IMCL tomorrow. What do we sell to create the cash. How Vector1-12/30/2001
9080VD's MODEL PORTFOLIO 12/28/01 Change $23210 UP 1.68% Started 4/9/97, $10Cytokine1-12/28/2001
9079VD's MODEL PORTFOLIO 12/27/01 Change $33080 UP 2.45% Started 4/9/97, $10Cytokine1-12/27/2001
9078CYTO, Model sells 1000 shares of INCY at 19.45 which is the last trade on my scrVector1-12/27/2001
9077VD's MODEL PORTFOLIO 12/26/01 Change $10400 UP 0.76% Started 4/9/97, $10Cytokine1-12/26/2001
9076VD's MODEL PORTFOLIO 12/24/01 Change $39610 UP 3.00% Started 4/9/97, $10Cytokine1-12/24/2001
9075Happy Season's Greetings to the VDXXX Crew....here's hoping for a great Cytokine1-12/24/2001
9074HM, I think SGP will aggresively convert Claritin. However, the 2b run rate willVector1-12/24/2001
9073V1, Sure was nice to see this INCY:AFFX deal FINALLY - what a waste this has beeRocketman-12/23/2001
9072V1 >Assume conservatively $2 billion of sales in 02< That assumes a 2/3rhm-12/22/2001
9071RKW, Ok, I went back and looked. SEPR never disclosed the CLarinex royalty, but Vector1-12/22/2001
9070rkw, I could never find the number. Where did you get that range. v1Vector1-12/22/2001
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