T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: Miljenko Zuanic who wrote (647)	8/29/2001 12:54:03 PM
From: scaram(o)uche	Read Replies (2) of 2243

Just to #@ me off. <g>* You've been just as much the champion of NBIX as of REGN. As you know, I haven't owned REGN for a couple of years. Got tired of waiting for the "traps". I don't have an opinion, positive or negative, as I've just not been paying attention. I was looking for a "no-great-news, no-bad-news, no-high-profile, respected-science biotech" to compare with the charts for HGSI, MLNM, etc. I was also searching for a comparison like that you found (NPSP). NBIX is second (current weighting) only to KDUS in portfolio "2001". And, while it didn't contribute to the portfolio's appreciation (it was just recently added), it's the largest current holding in "2000".

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