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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Spekulatius who wrote (7306)12/16/1999 12:38:00 AM
From: Mike McFarland  Read Replies (1) of 9719
 
If I'm not mistaken the model portfolio has doubled
this past year--and these gains have not come from
skillful short positions.

Isis is a good candidate for the dead cat bounce,
and seems to me anybody interested in bottomfishing
a platform company should take a look at it. If
nothing this is the perfect excuse for the company
to get lean ahead of the 'next generation', and
it's possible they simply picked a lousy target.

It is too easy to declare a platform is garbage
just because it fails at first, just my two cents,
but I would not recommend the VD portfolio short it
at $8. (I personally don't think the model portfolio
should short anything, anytime, at any price).

I bought a little Isis at $5 today, and expect to
follow it for the years ahead...and I wish the folks
at Isis every success--they'll find a target for their
idea and get it to work.
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