Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

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To: Biomaven who wrote (7743)	1/18/2003 11:28:52 AM
From: Sam Citron	Read Replies (1) of 52153

Although I have closed out most of my biotech hedges, I have also used the last few month's strength in biotech to come completely off margin (and then some) and I retain a short on the QQQ as a hedge. Congratulations. Your hedge program certainly paid handsome dividends yesterday. I have several questions about your hedge strategy and vehicles, should you be so kind as to deem them response-worthy. (1) What's your current hedge ratio and how has it varied over, say, the past 5 years? (2) You said earlier that you closed out your BBH short mainly in response to favorable top tier fundamentals. How do you determine what hedges to employ and when to employ them? (3) What other hedges besides QQQ and BBH have you employed in the past? (4) Have you calculated the value added by your hedge program? [BTW, I am enjoying Complications. Thanks again for the recommendation.] Sam

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