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

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To: Vector1 who wrote (8797)6/5/2001 5:00:50 PM
From: Larry Liebman  Read Replies (1) of 9719
 
I'm searching for some biotech wisdom. I have some sizeable positions (at least in my humble portfolio)in Curagen, Myriad, and Millenium. In the past couple of months I have debated adding shares in Human Genome, having been impressed of late by their ability to bring molecules into the clinic. Anyone opposed to the idea of moving some Myriad into Human Genome? Thoughts appreciated.
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