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

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To: Vector1 who wrote (6302)	1/16/1999 10:12:00 AM
From: rkrw	Read Replies (1) of 9719

I used to hold some AIMM shares, so I attended the AIMM annual meeting in May of 1996. It happened to coincide with the Sepr annual meeting, which was an hour or so before it. Sepr was very impressive with a great story to tell and a development plan far deeper than I had previously known. AIMM was lukewarm to be kind. The Q&A was a joke, I recall board members making faces at each other when dumb questions came from attendees. It was the polar opposite to the energy and excitement coming from Sepr brass. At the time, the stocks sold for roughly the same price. That day, I sold AIMM and doubled up on Sepr. I'd rather add to my Sepr holdings at nearly $100 a share then spin the roulette on aimm. AIMM's arthritis trial reminds me of BLSI and their sugar chain molecule. Its benign with no side effects, yet neither has a shot at approval, so whether it doubles in the next few months or not, ultimately it will come right back down and then some. I'd suggest adding to your celg or cltr shares, or looking at ardm or vrtx, companies with chances to move sustainably and possibly permanently higher.

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