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

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To: rkrw who wrote (9313)	7/3/2002 4:17:25 PM
From: Harold Engstrom	of 9719

The blowoff is waaay overdone. Sepracor (as far as we know) did no tricks with their accounting. And their pipeline and revenues justify a much higher price in my opinion. If $140 was overdone, then $8.50 is overdone at the other extreme. This is probably true of most of the stocks in the portfolio. If the portfolio does not reflect what V1's favorites are, then start another portfoio! If it does, then let's keep it and show everyone, real and imagined, some great future returns with the current allocation.

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