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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: sylvester80 who wrote (17444)1/1/2002 12:59:00 PM
From: Zeev Hed  Read Replies (3) of 99280
 
ORK asked the same question, because of valuation issues, I have none of the biotech as core investments, too rich, but they are going to be excellent swing plays out there. One that I am in already is MLNM (and yes IMCL, but that one I am trying to design an exit strategy for <g>), I am also looking at CRA since it is not at a high premium to cash. GZTC looks interesting, but I have more work to do on that one. MEDI is "relatively" cheap (relative to others in the group).

Zeev
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