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Biotech / Medical : Biotech Valuation

CRSP 55.52

-8.7%

Jan 23 9:30 AM EST

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To: Biomaven who wrote (8082)	3/27/2003 4:07:15 PM
From: Biomaven	Read Replies (1) of 52153

I thought I should discuss what's been happening with my overall portfolio, as there have been some fairly dramatic changes. Most of the change has been near the top - SCIO of course is effectively gone because of the merger, ITMN is virtually gone although I did re-enter with a small position a month or so ago, and IGEN is much reduced - I have only about 20% of my original significant position. The only significant purchase I have made has been GILD - I exercised some of the March 35 options I had bought, and as a result it has become my third biggest position (ignoring SCIO). So my positions in order are as follows: SEPR (biggest by a lot) SCIO (essentially cash) FRX GILD NBIX IGEN (reduced significantly at higher levels) KDUS CELG KOSP KOSN MOGN NTII (sold part at higher levels) CNCT REGN With the exception of KOSN they have generally been doing fairly well this year, considering the overall environment. Overall I have moved to a more conservative posture, with smaller long positions and more hedging of the overall market. Peter

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