Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: Mike McFarland who wrote (144)	8/16/1999 4:07:00 PM
From: LLCF	Read Replies (1) of 427

O.K. here's the [mini] "blind squirrel" portfolio... dedicated to picking up those discarded biotechs during irrational sell offs. Apon rebound squirrel may "consume" some of the tidbits he wisely salted away for a rainy day, but the overall strategy will of course to find long term value. The real BSP [mine] has many more stocks, this portfolio will accumulate them on sell offs only, so unfortunately the likes of GLIA, INCY, SEPR, CLTR, etc. [where we've seen blind squirrel type sell offs] aren't included until the next chance. But, it's a start. All ideas welcome.. CELG anyone?: techstocks.com DAK

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