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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: chirodoc who wrote (1975)8/13/1997 2:26:00 AM
From: Vector1   of 9719
 
Chiro, I have not purchaced any Techne and the closest stock to a CRO that I own is GZTC which has a preclinical CRO in addition to a very interesting transgenic drug production business with huge potential.
You are right that one should be diversified. I do own a few stocks in other sectors but biotech has become my hobby and learning about the companies is fun, relaxing and hopefully profitable.
My long term holdings in other sectors include INTC LFUS TRIP however I don't have the timeto follow them anymore. Those companies have excellent managements, dominant market positions and are very boring.
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