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Biotech / Medical : T/FIF Portfolio

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To: poodle who wrote (71)8/30/1998 2:12:00 PM
From: scaram(o)uche  Read Replies (1) of 1073
 
>> Was on the opposite side of many of "your's" "trades" for sometime <<

Val:

You lost me. If you mean that you were on the opposite end of my most recent trades, then you got killed. If you mean that you were on the opposite end (short) of my long-term holds, you've done very, very well.

In any event, you lost me. You also lost me with respect to Jim's "style of dealing with people". I've always found it to be reasoned.

Hope you have been making money..... there haven't been many biotech freaks who can brag about such. Do you have any specific opinions about the science behind the portfolio components? Say SIBI or BTRN? Any thoughts about Bazin's antibody? Any thoughts about SIBI with the BMY (beta amyloid), Novartis (epilepsy, stroke), and VGCC-pain projects moving forward?

I have been a biotech investor for a long time. I have seen blanket pessimism spread over the sector before. This time is no different.... it has created huge bargains. You're popping into a variety of threads with intriguing commentary. Did someone here or in the VD thread offend you in some fashion? Hope not.

Rick

Rick
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