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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Rocketman who wrote (6291)1/16/1999 2:38:00 AM
From: Vector1  Read Replies (3) of 9719
 
Threaders,
Rman and I have been engaged in a fierce debate about AIMM. I think everyone knows which side of the debate I am on. Reasonable minds can differ and I respect Rmans view. I don't know whether we will add it to the model or not. However, the quality of the discussion on the thread was so good I feel lucky to be a part of it.

One of my basic tenents in biotech investing is to buy companies that have first rate science and capable managers with high integrity. Beyond that I look for an inefficient valuation and a highly leveragable business plan. Sounds easy in principal but hard in practice. How do you judge a managements competence and integrity from reading SEC filings and annual reports. I try and look for a track record of doing what they say and try and glean information from reputations and first hand dealings. Reputations are usually built for a reason.

V1
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