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

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To: Vector1 who wrote (9320)7/7/2002 1:41:12 AM
From: LLCF   of 9719
 
It sounds like you really like CBST no??? Why not keep some and sell a tad of SEPR or whatever. I know it's easier just to blow out 4K of this or that.. but I think you should include whatever you feel is worthwhile. The 'biotech basket' idea is still the best way to go no??

DAK
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