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

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To: Vector1 who wrote (1905)	8/5/1997 3:48:00 AM
From: Andrew H	of 9719

>>Andrew, I must be loosing my sense of CYTO Humor. CYTO is killing our models performance.<< That's because it is so overweighted. Just like in my personal portfolio. Perhaps the lesson is more diversity? Or more patience? I fear I will have to sell some more soon. I keep telling myself, the fundamentals are the same, the fundamentals are the same.... and I answer yes, but the margin... The whole sector remains badly depressed.

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