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Biotech / Medical : Biotech Valuation
CRSP 57.02-0.6%3:59 PM EST

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To: Biomaven who wrote (5253)12/27/2001 11:26:47 PM
From: Cary Salsberg  Read Replies (1) of 52153
 
Re: "It's currently my biggest holding among early stage biotechs."

May I ask?

What % of your portfolio is the basket of "early stage biotechs"? How many holdings are in this basket? Do you have rules for the maximum and minimun % (of basket, of portfolio) for each holding? What other categories of "baskets" do you hold? What are their % of your portfolio. How many holdings are in these baskets and, again, are there max and min % for each holding?

TIA and I hope my questions aren't intrusive.
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