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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (9177)3/10/2002 1:33:24 PM
From: jayhawk969  Read Replies (2) of 9719
 
Vector1

I only partially hedged and I still lost my ***. In retrospect I should have done more, and will next time. My other concerns are BTRN and NBIX. BTRN is running out of cash, and NBIX has 2/3 of its valuation riding on insomnia.
BTRN does not trade options, hedging is damn difficult. I do not expect good news (nor bad news) on the earnings release on 3.14.02.
My gut is that SEPR will still be a big winner, although it is clear there work is now cut out for them.
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