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Biotech / Medical : Sepracor-Looks very promising
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To: Andreas Helke who wrote (3401)7/3/1999 2:58:00 AM
From: Vector1  Read Replies (1) of 10280
 
Andreas,
I remain convinced that the biotech sector is inneficiently priced and represents opportunity for extraordinary gains. In the VD portfolio we have primarily focused on smaller biotechs and thus have taken a high level of risk. Stocks such as BGEN and GENZ which should be bookends of most biotech portfolios have performed extremely well over the past 12 months. Both those names were in the portfolio and we made the mistake of selling too early. However even with the mistakes we have made, as of todays close the VD portfolio has doubled its market value in about 2 1/4 years generating an IRR in the mid thirties. Non bad for a time period in which biotechs have badly underperformed the market as a whole.

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