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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Spekulatius who wrote (7306)	12/16/1999 1:34:00 AM
From: schadenfreude	Read Replies (1) of 9719

Good point about the handwriting being on the wall. Investors ignore such warnings at their peril. FWIW, Sturza has had ISIP as a short from ~$13 for some time now. So what kept you out of LGND? That POS has been a drag on my bio portfolio for years now. I'm really kicking myself for not selling my remaining shares before earnings last quarter. It was pretty obvious that sales and earnings were going to disappoint. Small, irrelevant (financially speaking, that is) drugs. Lots of debt. Massive burn. These stocks are a mess.

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