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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (1016)	6/30/1999 12:22:00 PM
From: scaram(o)uche	Respond to of 1073

Yeah, seems like someone in New York must have pressed the "go" button.

To: LLCF who wrote (1016)	7/1/1999 12:49:00 AM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 1073

<<Blind Squirrels>> David, I am posting this in this thread to spare the "poor" (nothing poor about most of those guys, really -g-) SEPR readers. As I was doing my 1/2 year accounting I collected the following numbers, which may be of some interest: Sec. YTD return (6/30) FBDIX 2% Yes Kurt is underperforming FKGHX -14% FBIOX 12% (Caveat: the above is based on NAVs only; distributions if any would increase the returns, ... and the taxes) BTK 16% The "index" GRAPES 30% This is what my portfolio WOULD HAVE done if I had not traded at all since the end of 1998. In case anyone is interested this included: LGND MLNM MEDI MCDE SEPR SUGN BTRN NRGN CEGE SKYEY, of which I have since disposed of: LGND - good move; those **retins don't look so hot from here -, NRGN - so/so move; very impressive deal with Pfizer recently, as, I think, will become clear in the future-; CEGE -lucky move, good company, "devil's toy" -, and MCDE - not such smart move after all, still undervalued. The S&P is up 11 % or so for the year, so your blind squirrel (3 X 11) would beat all of the above -g-. Just a FWIW. Wishing you and the other regulars a successful second half, PB