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

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To: Andrew H who wrote (3756)12/19/1997 9:12:00 PM
From: Pseudo Biologist  Read Replies (2) of 9719
 
Dead? How about a recollection of finest and dumbest moments for the biotech investor during 1997? Something in the spirit of best 10 and worst 10 movies. For example, selling ICOS at 8 and change early in the year (as I did), or, buying Geron at 18 during the (truly) irrational exuberance days of telomerase (as I did not).

On TPRO, I see why BMY is not completing the leptin deal (-g-) and instead they choose to apply their cash to different matters. Now, when they write compliance support for all Non-Information Technology systems what do you think they mean by Non-information ... treacherous paths indeed.

PB
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