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

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To: Vector1 who wrote (9177)	3/10/2002 2:27:38 AM
From: Spekulatius	of 9719

<< Maybe I have lost the touch and should just give up shop.>>I would hate to see that and I am sure many Biofreaks would second that. I have left some of my own money on the Soltara altar so i understand your frustration. Clearly the rule of the games have changed and I am trying to reconsider the risk of the biotech stocks i own. Hedging may be a good idea - i considered doing exactly this and putting a floor in my SEPR stock by hedging with out of the money puts but never followed up. Another way to reduce risk would be add more mature specialty drug companies to the mix. ELN, SHPGY and FRX etc. (and to some extend even CELG) fit the bill.

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