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Biotech / Medical : Biotech Derivatives
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To: Pseudo Biologist who wrote (312)7/14/1999 1:19:00 PM
From: scaram(o)uche  Read Replies (1) of 555
 
Nah, we'll keep the portfolios open and alive, just with shoddy management (unless someone else takes them on). Just wanted to get the discussion out of the context of a challenge to Freudenthal and KvE, as it no longer serves a purpose.

Was impressed with KvE's positive comments about the sector (yesterday's pointer from Dave). It's ironic that he was commenting on the virtues of AMGN..... he underperformed Fidelity and the indexes yesterday, despite his recent switch to large cap and a mention last summer (at the II forum that triggered the T/FIF thread) that VPHM was an op.

Thanks for the kudos..... was just watching and listening to R. Saucillo.
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