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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: Biomaven who wrote (94)4/13/1998 2:03:00 AM
From: scaram(o)ucheRead Replies (1) of 4974
 
Peter:

Re. suicide.... I'm almost always correct about predictions of which companies will not thrive. I would have done much better short over the past two years. However, (1) I've assumed that the sector was going to do well, and that long was the way to outperform, and (2) I'm still more uncomfortable betting against a company. Live and learn..... wish that I'd played more of a hedge strategy.

Sort of spooky that, out of the 75 most peoplemarked users, there's only one biofreak. Tells a lot about our sector right now.

:-(

Of course, that's also a good indicator that the bargains are out prowling.

:-)

Rick
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