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Biotech / Medical : GENSET - GENXY
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To: Jongmans who wrote (70)6/8/2000 10:56:00 AM
From: Mike McFarland  Read Replies (1) of 200
 
Orchid has has a nice run lately and currently
has a marketcap greater than Genset, seems to
me that ORCH might be a little ahead of itself
and that Genset has fallen behind--especially
since Genset is the more mature company. I also
would guess that Genset could do especially well
when the allure of the sequencing companies fades
and investors look for those companies that stand
to profit most from mapping the sequence and such.

I took gains in ORCH and bought myself an extra
batch of GENXY. Also, I used the current run-up
in biotech to go ten percent cash (I was zero
cash at the bottom).
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