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Biotech / Medical : ARRIS - Another partner

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To: Andrew H who wrote (245)	11/22/1997 5:43:00 PM
From: CYBERKEN	Read Replies (1) of 353

Holding a core of biotechs that are selling product or close to it is a lesson I learned as I went along also--and I think it will pan out. VD thread seems to be a good place for leads. At the same time I'm not about to completely abandon stocks that are doing extremely well in the earlier stages of research, PI, or early PII at the most. They still have an important place in any biotech portfolio, even though their high risk and wide swings necessitate a limited %. It's just a bad idea to keep them out-because the science changes rapidly, the better ones often have very shrewed management, and the eventual good fortune in the sector (a probable reality no matter how many times it's been stated) will undoubtedly increase the market premium for this long-range potential, which has lagged for a good year and a half. That said, I guess we've both been hit by stocks that are still far off from a marketable product. I know this is the crappiest time to say it's a learning experience-but I'm a much wiser investor because of it. I still don't want to be missing when this type of stock has it's day.

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