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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (278)	7/13/1999 12:06:00 PM
From: RCMac	Respond to of 52153

>> I'd just like to say thanks for running the T/FIF thread and RIP- T/FIF...! << Agreed. Thanks again, Rick. --Bob

To: LLCF who wrote (278)	7/13/1999 1:04:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 52153

Thanks, Bob and Dave. The thread lived on the back of '98's best, and we always had the "Engstrom" portfolio to keep us humble..... as if the Summer/Fall for T/FIF wasn't sufficient. In T/FIF, with one exception, we focused on big science and avoiding companies where management has been truth-constrained in the past. On that one occasion, it was clearly stated that the play was based on perception rather than data. However..... the big money in the sector has been derived from hopping on the orphaned stocks, just as they're in the final throes of desertion. This is the strategy that Dave hit on with such success (not to take away from the profit-driven successes with CEPH et al.). Plays like AXPH. Timing with stuff like NBIX. The annualized return on plays like these has been "sorta nice". Genomics is hot. Lotsa stuff is moving, but there are still some issues that look like death warmed over. Do we continue to buy the companies that have been irrationally driven to fire sale status, or is it time to ride some sector momo?