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

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To: CYBERKEN who wrote (8601)1/31/2001 8:02:19 PM
From: scaram(o)uche   of 9719
 
Agreed, but the same old "knock" will continue to surface for awhile, even after it's no longer of potential value to
wary investors. One could pick it up for $20 a few weeks ago, and -- despite the spirit of the thread and of the
revered portfolio -- it still makes a great trading stock.

One always need be aware that there are those out there who regard three weeks as long-term.

I went up after his lunch presentation and asked Levinson "how long?" until licenses start to spill over into pharma
profits. He guessed four to six years. That's "start". I think that he's correct.


"Same old knock".......

thestreet.com

(link courtesy Scott Davis)
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