Ligand (LGND) Breakout! Message Board

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Biotech / Medical : Ligand (LGND) Breakout!

LGND 197.01

-2.9%

Dec 1 3:59 PM EST

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To: CYBERKEN who wrote (16102)	2/28/1998 8:18:00 PM
From: WTDEC	Read Replies (1) of 32384

Hi Ken, I am a believer that we are at the beginning of Biotech's "Golden Age",so I hold many bt stocks - - currently 20 different names, which is over 60% of the portfolio. Now I do think that is too many, but 10 are small positions in companies which I really just want to follow and might add to or dump depending on what happens in the future- - - I find I pay better attention when I have some funds at risk! LGND is by far the largest holding, so I would say if I could only have one, LGNDis it. If you have not seen my note to Tony (LGND post #15914) where I describe my strategy using SEPR as an example (an investment which has had a very happy outcome so far), you might find it of some interest. It seems like we have similar views. Despite my long-term preference, I would still like to buy my stock at the bottom before "the big run". But I haven't been able to figure out how to do so! Ken, I would be interested in the identity of the 4 or 5 biotechs you would like to get back into, if you are willing to identify them.. Regards, wtd

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