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Biotech / Medical : T/FIF Portfolio

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To: scaram(o)uche who wrote (924)6/1/1999 10:58:00 PM
From: scaram(o)uche  Read Replies (1) of 1073
 
exchange2000.com

We, the biotech nuts at SI, have *one* thread in the top 100, and it (LGND) has slipped to #98.

That's disgusting.

The "bounce" portfolio is up, highly diversified and with almost no management, better than 75% in 9 months. And the lower tiers of biotech have been the pits. How will we do when biotech catches fire? Is a basket of DELL, MSFT, CSCO and INTC up 75% in nine months????

exchange2000.com

This is what the "von Emsters of the world" have done. Sensational yields are to be had in the sector, and nobody cares. Dogma says they shouldn't.
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