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Biotech / Medical : T/FIF Portfolio

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To: nigel bates who wrote (220)11/10/1998 6:46:00 PM
From: scaram(o)uche  Read Replies (2) of 1073
 
Nigel:

I was in a hurry to get to my son's school, and I wanted to beat the REGN presentations at AHA. I forgot, however, how much cash we had in "bounce".... sort of ridiculously over-weighted, and not exactly as well-timed as I had hoped for. That's what I get for rushing.

I never make mistakes in my real-world portfolio, and I have some property in Florida to sell to you.

Also, I hadn't had time to review the earlier suggestions for what to do with the cash. So, double apologies........ for the rush to REGN, and for the apparent arrogance. Since (1) I don't like these companies that actually sell stuff, and (2) Peter is tracking SuzBounce separately (thanks!), I now turn control of the portfolio over to him (if he'll take it!)........

exchange2000.com

SUGN, OSIP, REGN and SCIO..... we are heavy in angiogenesis.

Rick
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