Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (965)	10/2/1999 8:12:00 PM
From: Vector1	Read Replies (1) of 4974

Rick, 50-100 times in 10 years. Not my strategy in my core investment portfolio but for the kids its a great idea. From a tax standpoint holding one or two stocks that climb the mountain is incredibly tax efficient. I think you need a few ingredients such as: -products that serve a huge market -underlying technology that is a breakthrough and is sustainable and can be protected -the value in the future is not understood by the street either because of a past failure or your knowledge base in the area is far superior to the street. -a depressed small cap market -superb forward thinking management. First choices BTRN GLFD GZTC Second choices MLMN BPUR Third choices INCY GZMO NBIX By the way NPSP also looks good to me as well but I need to learn more before adding it. Interestingly many of the choices are not in the VD portfolio. With 50 to 1 opportunities so comes risk. I agree that the way to play this strategy is to own a bunch hoping that a few will hit big. Its like being a VC with public companies. Maybe next we can do most likely to be 5-10 baggers in 3 years. I think I can be more helpful there. V1

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