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

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To: Vector1 who wrote (8091)	7/11/2000 2:46:10 AM
From: Torben Noerup Nielsen	Read Replies (1) of 9719

V1, Not to repeat myself overly much, but I think you should consider a small position in VPHM if the liquidity becomes available. It would seem to broaden the portfolio slightly and I think that one is a high grade issue. Just a suggestion. I'm rather long so I of course have a vested interest in people buying it, but this is a paper portfolio. At least in theory. I wonder how many are trying to match it. I confess getting a large number of ideas from it. Probably about half ``my" picks are taken from it now. The other half are issues I feel strongly about for one reason or not. Sometimes it's hard facts, but sometimes it's just gut feeling. Which is merely hard facts run through the subconscious and extrapolated a bit. By the way, I'm banking on Incyte for the revolution. They seem to have the leadership and the IP portfolio. It'll soon be difficult to get around their patents. Licensing is a much better choice. Thanks, Torben

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