T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote ()	5/8/2000 1:03:00 AM
From: Mike McFarland	of 2243

"Investment Grade" --genomics Incyte spent more than a month building a base, and right now, at the least, it looks like a decent trading vehicle--a nice run from last wed to fri. Yahoo reports one analyst with a strong sell on Incyte. 1-0-3-0-1 is sort of an odd distribuition of opinions. That would leave the list with MLNM and INCY, which doesn't seem like too much of a weighting into genomics, does it? Maybe here is another way to sort stocks--start with the fund holdings and weed. Here are the FBIOX holdings: name, symbol, %fund, ytd Amgen AMGN 7.76 2.18 MedImmune MEDI 7.07 4.97 Chiron CHIR 5.67 17.70 Biogen BGEN 5.27 -17.31 Immunex IMNX 5.10 73.80 IDEC Pharmaceuticals IDPH 4.96 0.00 Schering-Plough SGP 4.86 -12.15 Merck MRK 4.83 -7.09 Genzyme-General Division GENZ 4.73 11.39 Gilead Sciences GILD 3.79 17.09 --so you throw out Amgen, SGP, MRK and what else do you throw out because it has little upside? I'd also take out MEDI, isn't most of the run behind it? And remove IMNX for being expensive. I don't know a thing about IDEC. So that leaves me with Gilead and Genzyme to look at (and I already own the latter as part of my gene therapy stocks)

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