VD's Model Portfolio & Discussion Thread Message Board

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

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To: Cytokine1 who wrote (9175)	3/9/2002 7:58:39 PM
From: Spekulatius	Read Replies (1) of 9719

<< YTD EQUITY CHANGE -57.8% >> To state the obvious the VD portfolio has been smacked pretty badly due to concentration in two stocks (CELG & SEPR) and due to margin leverage. Vector do you plan to change your strategy after the last blowups? It seems that betting on FDA approval based on public data is no better than gambling nowadays. Do you have an idea how CELG's Thalomid will be affected by the latest FDA decision. During the last CC CELG's management stated that New approvals for T were not build in their forecast for this year, which means that CELG should be able to make their numbers. If so, CELG looks like a bargain to me at 22.5$.

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