| Message | Subject | Recs | Date/Time (ET) |
| Thanks Tuck, all is well, I am still kicking and still a SEPR bull. Given what h | Sepracor-Looks very promising | | 11/12/2006 02:07:25 AM |
| From Merrill
Disaster scenario for Indiplon; slow cash bleed likely
Neurocri | Sepracor-Looks very promising | | 11/03/2006 01:40:37 AM |
| Jon, been a long time.
What a terrific anaysis of the numbers. Better and mo | Sepracor-Looks very promising | | 10/26/2005 02:19:55 AM |
| Martin, thanks again for all the work you have done over the years. Its been gre | VD's Model Portfolio & Discussion Thread | | 04/11/2004 02:17:43 AM |
| Fred, the main issue is insurance. The drug is expensive and getting coverage ha | VD's Model Portfolio & Discussion Thread | | 03/07/2004 12:20:43 PM |
| Thanks Harold. This are going well but hectic to the point of chaos. Thats just | Sepracor-Looks very promising | | 03/05/2004 12:57:20 PM |
| Slow start was expected, however, we should start to see a pickup in q2 and q3.
| VD's Model Portfolio & Discussion Thread | | 03/05/2004 12:42:52 PM |
| Harold, the thing that surprised the market about the approvable letter is how b | Sepracor-Looks very promising | | 03/02/2004 11:11:01 AM |
| Cyto, tomorrow should be a good day for our largest holding SEPR. They got an ap | VD's Model Portfolio & Discussion Thread | | 02/29/2004 05:02:50 PM |
| Happy New Year to all.
I hope 2004 is as good as 03 for the Portfolio.
V1 | VD's Model Portfolio & Discussion Thread | | 01/03/2004 09:45:57 AM |
| These deals are done on very short notice. SEPR has a very sophisticated CFO and | Sepracor-Looks very promising | | 12/11/2003 12:21:26 AM |
| Harold, doing well. On the road way too much but no other complaints. I think a | Sepracor-Looks very promising | | 09/10/2003 12:35:25 PM |
| Miljenko, I sold some SEPR to hedge against a non approval on Estorra. I do not | VD's Model Portfolio & Discussion Thread | | 09/10/2003 12:31:56 PM |
| Harold, am I the only one surprised that SEPR has not used its rising stock pric | Sepracor-Looks very promising | | 09/09/2003 12:01:19 PM |
| Rick, going to take some profits and pay off the margin debt. Biotech market is | VD's Model Portfolio & Discussion Thread | | 09/09/2003 11:56:56 AM |
| Cyto,
Model sells 1000 shares of CELG at 47.20 and 1000 shares of SEPR at 31.15 | VD's Model Portfolio & Discussion Thread | | 09/09/2003 10:21:33 AM |
| Thanks Rick. I think all the companies in the model still have legs. If we playe | VD's Model Portfolio & Discussion Thread | | 09/01/2003 12:17:50 AM |
| MZ, I was only going to sell a small amount if the stock hit my target. I love t | VD's Model Portfolio & Discussion Thread | | 06/20/2003 12:05:52 AM |
| Model sells 500 shares of SEPR at 25 or better good for all week.
Model sells 5 | VD's Model Portfolio & Discussion Thread | | 06/17/2003 10:42:35 PM |
| Biomaven, I think a 20-25% market share is achievable over 3 or 4 years. Compare | Sepracor-Looks very promising | | 06/17/2003 12:13:51 PM |
| Rick, TLRK had huge hype when it was private and went public a huge valuation. I | VD's Model Portfolio & Discussion Thread | | 06/16/2003 07:26:23 PM |
| Thanks Rick. Any suggestions.
V1 | VD's Model Portfolio & Discussion Thread | | 06/15/2003 11:29:09 PM |
| Doc, the interesting thing about the converts is that the pricing is not based o | Celgene-CELG | | 06/05/2003 02:58:14 PM |
| I wish I could hang some 1.75% debt on my personal ballance sheet.
In any eve | Celgene-CELG | | 05/31/2003 02:57:24 PM |
| Rick, we were almost out of business about 6 months ago. Thankfully we hung in t | VD's Model Portfolio & Discussion Thread | | 05/31/2003 02:48:25 PM |
| Nigel, the terms are ridiculous. 1.75% up 50%! That is free money to go hunting. | Celgene-CELG | | 05/30/2003 04:32:55 PM |
| Unbelievable. SEPR and CELG are my largest holdings. I haven't had a day like th | Sepracor-Looks very promising | | 05/27/2003 01:18:31 PM |
| CYTO
model sells 500 shares of CELG at 35.50 the current price. A little profit | VD's Model Portfolio & Discussion Thread | | 05/27/2003 01:02:19 PM |
| JD, I agree there is a difference between a last resort drug and an allergy drug | Sepracor-Looks very promising | | 05/14/2003 12:57:30 PM |
| Torben, I think there is no question the FDA is easing. Iressa, Velcade 3 months | VD's Model Portfolio & Discussion Thread | | 05/14/2003 12:54:29 PM |
| Jim, one of the big issues at the advisory committee was the duration of respons | VD's Model Portfolio & Discussion Thread | | 05/11/2003 08:46:22 PM |
| Bob, there are lots of concerns with tools companies these days. Biotechs are g | VD's Model Portfolio & Discussion Thread | | 05/11/2003 02:11:08 PM |
| Thanks ewolf but it is too early to declare victory especially with the history | VD's Model Portfolio & Discussion Thread | | 05/11/2003 02:09:01 PM |
| Stefaan, i still like the company. The MGB technology is real and valuable. We a | VD's Model Portfolio & Discussion Thread | | 04/30/2003 12:31:08 PM |
| Harold, Germany and France have succeeded in turning the United Nations into an | Biotech Valuation | | 03/24/2003 11:39:54 AM |
| Torben, I have added IDPH in the low 30s to my PA. Rit is going to continue to g | VD's Model Portfolio & Discussion Thread | | 03/22/2003 10:40:49 AM |
| Thanks Cyto, we had a HUGE day today. That hasn't happened in a long time and it | VD's Model Portfolio & Discussion Thread | | 03/17/2003 11:26:56 PM |
| MZ, good call on MLNM. The Velcade application was accepted today. I have repurc | VD's Model Portfolio & Discussion Thread | | 03/10/2003 11:33:55 AM |
| CYTO, buy 1000 shares of MLNM at 7.78. Last trade on my screen.
V1 | VD's Model Portfolio & Discussion Thread | | 03/10/2003 11:30:50 AM |
| Iceberg, I have reconsidered and am buying.
V1 | VD's Model Portfolio & Discussion Thread | | 03/10/2003 11:29:38 AM |
| <<Does that mean I get another game misconduct? >>
No, but you sure scored a | Biotech Valuation | | 03/03/2003 10:25:51 PM |
| Harold, I think the IDPH lawsuit is a smokescreen and hopefully both sides will | VD's Model Portfolio & Discussion Thread | | 03/03/2003 12:09:11 AM |
| Peter,
On the 4Q02 call, Millennium announced that it had discontinued developm | VD's Model Portfolio & Discussion Thread | | 02/04/2003 11:48:06 PM |
| Latest IMS
Sepracor (• Xopenex share rose 30 b.p. to 22.7%. New share for Cla | Sepracor-Looks very promising | | 02/03/2003 01:02:08 PM |
| MZ
<<What they do is that they are messing around like blind rats. >> LOL. So | VD's Model Portfolio & Discussion Thread | | 02/03/2003 02:37:07 AM |
| thanks Erik, I listened to the audio. I agree, very interesting. Velcade clearly | VD's Model Portfolio & Discussion Thread | | 02/02/2003 11:38:05 PM |
| MZ,
although I don't have your scientific background I did my due diligence on | VD's Model Portfolio & Discussion Thread | | 02/02/2003 11:12:22 PM |
| Miljenko, although there are examples of oncology drugs being approved on phase | VD's Model Portfolio & Discussion Thread | | 02/01/2003 12:37:31 PM |
| <<80-90 % I would say. >>
I don't agree. Iressa was the subject of multiple wel | VD's Model Portfolio & Discussion Thread | | 01/30/2003 10:21:00 PM |
| Iceberg,
Reasons for MLNM sale
Spending at an alarming rate
Obesity program | VD's Model Portfolio & Discussion Thread | | 01/30/2003 12:30:54 PM |
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