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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (8989)10/26/2001 2:27:49 PM
From: Vector1  Read Replies (3) of 9719
 
Rman, remember, with the low values after Sept 11 I did not want to increase margin. We did add a few stocks, namely CRXA and MOGN and I think we added some AFFX post Sept 11 but I could be wrong. In hindsight we should have bought the crap our of CELG, CBST and AFFX. I am thinking of selling INCY. Management is having a lot of difficulty articulating their strategy.

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