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

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To: Vector1 who wrote (9485)12/18/2002 3:15:34 PM
From: Sam Citron  Read Replies (1) of 9719
 
What do you think of those companies?

I am a complete novice when it comes to biotech investing, so my opinion would be nugatory. FWIW, I own 200 shares of CRXA which I paid 7.77 for on 12/10/02 and I have been short 10 Sepracor Jan 2004 15(strike) Leap Puts at $4.20 since March 8, 2002. I have small positions in ENZN and KDUS as well. Elsewhere within the broader health care sector, I own 400 WLP and 600 LH.

Sam
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