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Biotech / Medical : T/FIF, a New Plateau

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To: tuck who wrote (1937)4/7/2003 1:07:28 PM
From: scaram(o)uche  Read Replies (1) of 2243
 
>> I ask again, since you're an immunologist and I'm not . . . <<

1. Immunologists are conditioned to wait and see.

2. At a MC of $150M, success is not priced in, and there's further complexity to the business plan. But, as you know, I'm not a fan of most cancer vaccines.

3. T/FIF portfolios often have components which are added because veteran threadsters have suggested them.

4. I see no urgency to reverse directions. I *would* see such urgency, had I placed a position trade. But I'm not watching every dime in the portfolio. That's obvious, given the garbage that I recently let sit in it, beyond reason.

>> ? <<

I am but a humble servant of the charts.......

Message 18796467
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