George:
We're not going to know the guy's secrets. However, we can pick good companies with good science, and he does that well.
Of course, nobody wants good science right now, they want product sales and hype. Therefore, he's been eating it (at least with respect to many of his 5% holdings in bio). I've been trading up a storm, doing GREAT. My *realized* gains and losses for the past two quarters have been sensational. However, my *unrealized* gains and losses, my "holds" have been in Lampert-like companies, and they ..... uh.... hmmmmm....... stink.
So, George..... temper your frustration. If you keep asking the sort of questions that you're asking and going after the answers with such enthusiasm, you'll know biotech. Further, if you keep doing research at the rate that you're doing it, a WHOLE BUNCH of biotech nuts are going to want your company.
That's my way of saying thanks.
Cooley was (is?) the home of Bert Rowland. Talk about beers!
Peter.... let's give others time to count themselves in on a beer. Wednesday in Palo Alto sounds fine, but let's schedule it for next Wednesday, the 29th..... I can go to the beach or MCDE or sumthin first. If I drive past GNE or PDLI or ????, maybe some of that good science will rub off on me.
So.... if Peter agrees..... any takers for 4/29, evening, brewery in the vicinity of Palo Alto? I can probably get some friends from Abgenics and Baxter to join in. Lurkers welcome!! I'll be the guy with a sign around my neck that says "collecting for an Aries company, innovative financing available".
Rick |
