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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
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9144Model sells 2000 shares of CELG at 27.85 (last trade) 2000 shares of VRTX at 20Vector1-2/1/2002
9143Doc, I think AFFX is premium priced but I think it deserves the valuation. It wiVector1-1/31/2002
9142VD's MODEL PORTFOLIO 1/31/02 Change $19810 UP 1.79% Started 4/9/97, $100Cytokine1-1/31/2002
9141A confusing day for AFFX, exciting if you own a lot of it. Opened about 32, droDoc Bones-1/31/2002
9140Tuck, thank goodness the shorts were dead wrong on AFFX. I expect some covering Vector1-1/30/2002
9139AFFX did well and guided OK: Message 16986924 Might look to re-enter. Cheers,tuck-1/30/2002
9138Hi John, fwiw...I'm long ENMD because I think that the CI endostatin trial SnowShredder-1/30/2002
9137VD's MODEL PORTFOLIO 1/29/02 Change -$19867 DOWN -1.77% Started 4/9/97, Cytokine1-1/29/2002
9136VD's MODEL PORTFOLIO 1/28/02 Change -$35980 DOWN -3.11% Started 4/9/97, Cytokine1-1/29/2002
9135Does anyone have an updated opinion on ENMD? seems to be good reports coming ouJHP-1/27/2002
9134VD's MODEL PORTFOLIO 1/24/02 Change -$16490 DOWN -1.38% Started 4/9/97, Cytokine1-1/24/2002
9133VD's MODEL PORTFOLIO 1/23/02 Change $29480 UP 2.53% Started 4/9/97, $100Cytokine1-1/23/2002
9132VD's MODEL PORTFOLIO 1/22/02 Change $15300 UP 1.33% Started 4/9/97, $100Cytokine1-1/22/2002
9131VD's MODEL PORTFOLIO 1/18/02 Change -$30380 DOWN -2.58% Started 4/9/97, Cytokine1-1/18/2002
9130V1, Obviously, you follow this closely, and you seem to have made a good entry.tuck-1/18/2002
9129Community acquired pnuemonia, which is what this trial was for, was always intenVector1-1/18/2002
9128V1, I hope Cidecin is much cheaper, because a superficial read of CBST's owtuck-1/18/2002
9127Cubist plunges 46% on drug trial failure By Naomi Aoki, Globe Staff, 1/18/200sim1-1/18/2002
9126VD's MODEL PORTFOLIO 1/17/02 Change -$55480 DOWN -4.50% Started 4/9/97, Cytokine1-1/17/2002
9125Cyto, model buys 1000 shares of CBST at 16.50 v1Vector1-1/17/2002
9124<< I'd argue that there's a better case for CATG than MEDX>>Spekulatius-1/17/2002
9123Nigel, we used to own MLNM but I became convinced it was overvalued. They still Vector1-1/17/2002
9122XOMA investors are like cult members. George has been at the yahoo message boarrkrw-1/16/2002
9121VD's MODEL PORTFOLIO 1/16/02 Change -$42270 DOWN -3.40% Started 4/9/97, Cytokine1-1/16/2002
9120Stef, I like KOSP, a lot. On the other hand CBST just got crushed. I like this cVector1-1/16/2002
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