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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: BDR who wrote (33606)	10/23/2000 3:23:29 PM
From: BDR	Read Replies (1) of 54805

Biotechs as Gorillas Early this year there were discussions on this thread about the possibility of finding a gorilla among the biotechs/pharmaceuticals. I and others argued that there were too many external factors (political, legal, vagaries of clinical trial outcomes, etc.) that determine market power to make for a growth investment that also provides for capital preservation. By way of example, take a look at a chart of SEPR's recent price siliconinvestor.com and see if you can guess which day Lilly decided not to pursue a replacement for Prozac in partnership with SEPR. siliconinvestor.com I have held SEPR and used to think it was one of the more promising sources for new drugs (the stereoisomer gorilla) but all their products feed off the work of the other houses. Sold out in January and obviously missed a lot of the run but I haven't had any of my present holdings gap down 40 points at the open (yet).

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