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

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To: Rocketman who wrote (6110)12/9/1998 5:47:00 PM
From: Vector1  Read Replies (3) of 9719
 
I'll take the blame. You can't get them all. I would rather miss a trade or two than make a mistake. I am an investor by nature and not a trader. First trading requires a full time pulse on your stocks and I have a day ( and sometimes night) job. Second, for me I don't find it ineresting or fulfillng (except when I make a qick killing).

First let me say I have great respect for Rick's judgement and skill as a scientist and an investor. I have looked at BTRN and see the potential. However I am not a big fan of bone marrow transplants (questionable efficacy). We have a play in transplantation--BGEN CD40 ligand and we may make an investment in PDLI.
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