Biotech Lock-Up Expiration Hell Portfolio Message Board

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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: scaram(o)uche who wrote (35)	5/24/2001 2:22:42 PM
From: dalroi	Read Replies (1) of 1005

Rick Chuckle "A lurker, investing with what you're doing in the portfolio? After biotech has had such a strong rally? Hope you're applying a light hand, lurker. yep i applied a light hand and i already stefaned this issue (ie sold out) but for a very very decent return. That is i sold mcls not agnt (the later is trading too close to cash think a acla type of surge is possible) base at cash then +50% so i will exit that one when it hits cash +50% or some bad news not overweighting however. learned my lesson with LHSP, its very good too overweight as your 100% sure (like you :-)) however slightest error can cost a lot. Thanks Rick and Tuck Stefaan

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