Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (6838)	7/10/1999 1:59:00 AM
From: Vector1	Read Replies (2) \| Respond to of 9719

Thanks PB, I didn't know you were keeping a record. I think the portfolio has outperformed the dollar weighed average of these companies over the same time period. The one I am kicking myself on is TKTX. Nice platform and a lot of room for error. Never been a fan of IMCL. Weak management. We sold LGND warants and avoided SUPG. On SUGN who knew they were a buyout candidate. i don't think the data on their angio trial was very impressive and the stock would have cracked without the acquistion. I think P&U overpaid for a quality scientific staff and some early stage compounds with promise. New question, in the mid term can small biotechs compete with larger biotechs and pharma that have access to genomic data bases and high throughput screening. V1