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

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To: biowa who wrote (554)5/14/1997 9:34:00 PM
From: squetch   of 9719
 
biowa,
Rocketman also did a nice ref job on the CEPH thread. After he interjected they became much more civil.

I have a confession. I got rocked with CEPH. The tIND by FDA seemed to be a plus. Patients really seemed to think it worked. Those call options would have also enhanced the post panel approval return. (I know a big IF.)

I clearly did not do enough work and acted hastily. I also overestimated the humanity of the panel. The biggest thing I did was get greedy after gains in CYTO & LGND. Live and Learn.
Stan Q
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