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

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To: Vector1 who wrote (813)	5/27/1997 1:46:00 AM
From: Vector1	of 9719

Some more thoughts. LWD- thanks for your expert views on Seprafilm. Unless another better product comes on the market I think it is destined to become the standard of care in abdominal related surgeries. Biowa- IMHO an essential element in successful investment groups is the resident cynic. It's very easy even for smart hard working folks to begin to believe their own Bulls___. Keep us honest and humble. Although I love the risk reward on GZTC transgenic production is still largely unproven. Any thoughts as to whether it is possible to pass mad Cows disease transgenically. Miljenko- glad to have you on the thread. I've been lurking on the ISIP thread and learning quite a bit. CYTOKINE- Thanks for continuing the great job on the portfolio. You won't loose money on GENZ Andrew- I said we would be up at least 15% for the year when we were down about 5%. Since we started in April 15% for the year would be about 20% annualized which is not bad. At the time I thought I was being brave. With a couple of breaks we can do a lot better. RMan, I know MATX's CEO didn't have much of a rep with the analysists but why am I so surprised and disturbed by his sudden resignation. I don't like it. So my Email is messed up again. No wonder why I didn't get any humor emails. For the time being I will have to read the old ones again. By the way you're still in charge as I have to go out of town again tomorrow and won't be back till Thurs. See ya all V1

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