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Biotech / Medical : Biotech Stock Picking - 2002

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To: scott_jiminez who wrote (262)6/12/2002 4:33:42 PM
From: dalroi   of 308
 
Scott

why take vd portfolio as measurment ???
there are others you know.

VD portfolio was/is a sincere effort !
should ve seen the kind of JUNK belgian investment banks were going to sell to me !

hemispherix et al .

one didnt find junk like that in the VD portfolio
remember V1 said last year that very very difficult itmes were ahead.
He was is right about that

however your point about margin is well taken without it the portfolio would be in beter shape

oh btw just to show the strength in bio
1995 medi traded for 0.5$ .................

cheers

Stefaan
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