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

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To: Vector1 who wrote (5282)7/5/1998 3:23:00 PM
From: Peter Singleton  Read Replies (3) of 9719
 
Great exercise on the 100x.

An even more useful exercise would be 10x in 3 years ... kind of the analysis we do anyway on this thread. We know there will be a number of 10x companies if we start from today. Just like we know there will be a number of .5x to .1x companies ...

The art form is not picking the companies and touting them with breathless prose ... the challenge is offering

- succinct overview of the case for such potential, with an equal appreciation for the risks
- road map for someone who wanted to do due diligence on the company, including links
- net out of the key issues / events to evaluate and watch

If this thread could help us do this, it would really be worth something. For example, Peter S, could you outline such a case for SEPR? Rman, how about INCY? Rick, for SIBI? BTRN?

We're just scratching the surface for how the net can level the playing field and help the serious, individual investor make well-informed investment decisions. But we have to kick things up another level to begin to realize some of that benefit.

Just my two cents ...

Peter
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