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

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To: Cytokine1 who wrote (6695)5/25/1999 2:16:00 AM
From: Rocketman  Read Replies (1) of 9719
 
Good to see y'all holding down the VDXXX fort. Sorry for the absence, but I had to move the family as we done lost our lease (landlord selling the house). After the "Moving is Hell" event, I picked up a couple of consulting gigs and have rejoined the ranks of the working stiffs. YES, THE ROCKETMAN HAS GOT A JOB, ACTUALLY TWO OF THEM - LIFE CAN BE UGLY!!! Actually, it has been a lot of fun so far, but the time for hanging out on SI and following stocks has certainly been impinged upon. I also find myself posting still on the INCY thread on Yahoo to help those who populate it along - and I can't resist at least some countering of the short selling lout suckerally over there who really does suck. I've actually had INCY people thank me for doing so. Plus, since we have this kind of long term perspective usually, and our buying power is kaput, it seems like there is less to do on the thread these days and more sitting around and waiting. I have been peering in and keeping an eye on things though. And I still think ICOS is overvalued, and that I should have convinced V1 to sell SEPR when it was $135 (damn short term attitude that I can have sometimes).

V1, do with the options what you like, just remember that we are in the negative on buying power. Hope all the other V's are doing well and that you have kicked into the enjoy the summer mode. We should do some mail soon and catch up.

Rman out.
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