Sepracor-Looks very promising Message Board

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Biotech / Medical : Sepracor-Looks very promising

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To: Harold Engstrom who wrote (3399)	6/30/1999 7:40:00 PM
From: Andreas Helke	Read Replies (1) of 10280

I think I have to qualify my statement. If you have a market cap weighted index then you have a lot of stocks that did nothing for a few years but have multiplied in the last few quarters (IMNX BGEN GENZ AMGN). Those stocks would dominate such an index. But many real or simulated biotech portfolios did poorly. The VD model portfolio is in the red YTD. My personal biotech portfolio spend most of this year in the red and still trails behind every major index. And it trailed behind NASDAQ and S&P500 for 1997 1998 and so far 1999. YDT Russel 2000 - 8.5% S&P500 - 11.7% DJIA - 19.5% NASDAQ - 22.5% My biotech portfolio (AFFX ANIK BGEN ENMD GZTR INCY ISIP LGND LGNDW MOGM SEPR SUGN) - 6.2% The non biotech part of my portfolio with big chunks of Lucent bought as Cascade and Ascend and Cisco (the small remainder of a big CSCO position that I bought 1996) - 29.3% YTD Early last year vector1 proposed a biotech portfolio that did very well for a few weeks but has by now given up most of its gains. Up 7.3% in more than a year (CLTR GZTC FUSE INCY LGND MLNM MOGN REGN TGEN) Briefing.com proposed another portfolio at about the same time (AGPH BGEN CHIR INCY ISIP MYGN SCIO VICL) - up 8.3% I checked the VD model thread and found it was february 1998. Since then the NASDAQ composite went up more then 60% Message 3363738 Message 3330046 Andreas

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