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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19779)	10/7/2004 9:03:12 AM
From: Madharry	Read Replies (1) of 78608

I have a lot of difficulty assesing the valuations of biotech companies except in relation to approved drugs and cash on hand, as well as integrity of managment- the last criteria has actually cost me a lot of money- I sold sepracor way too soon and never bought elan. I have a decent position and profit in crucell and view it as a long term hold for me at this time. I plan on holding this for several years as they seem to be the dominant company is their area and have some kind of genetic sub that looks interesting too called Galapagos. I continue to really like CATG which made a two year high in london today. I believe that is my largest position right now. and it continues to be my favorite biotech. another long term hold. OPTV another stock that I mentioned as one that I have added to several times is also doing well of late. Only MAXY seems bedridden. For the moment i am pleased with the portfolio performance in 2004. Although I would have done many times better had I bought what knowledgable people in the industry were buying instead of the value almost as good type company. More and more it seems to me that management competency is the reason companies are relatively cheap.

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