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

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To: Cytokine1 who wrote (8089)	7/10/2000 9:15:27 PM
From: Biotech Jim	Read Replies (1) of 9719

Vector and Cytokine, or others- I've been following your portfolio every evening when I come home from work, and comparing it to my personal biotech fund that contains a few less in number of overall companies. Both have done quite well, but I notice a couple of underperformers in both portfolios. In mine, GLIA and CAMH have not moved that much since purchase and in yours CPGI and GLIA have not moved that much. Of course that is compared to spectacular gains in the others. In a constant evaluation of our portfolios, I wonder what your current buys at present valuations would be from your portfolio. Would you prefer your strong performers, or would you consider the laggards? Myself, I think that the strong runners of late may be ready for a consolidation phase. That includes SEPR, MLNM, NBIX VRTX and possibly INCY. I spoke to a savvy biotech investor today who indicated that he was taking some money off the table. Just wondering what your respected opinion is, considering your public portfolio listed here is long term and fundamentally driven. Thanks for your input.

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