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

To: scaram(o)uche who wrote (6872)	7/16/1999 3:51:00 PM
From: aknahow	Read Replies (2) \| Respond to of 9719

Rick and others, perhaps i am the last to know but 10K wizard is a great SEC document search engine. Finds any term or company name in any and all documents including 13 f filings. Can do search for "Mark Lampert" Had problems just finding BVF but other than that it's fantastic. 10-kwizard.com

To: scaram(o)uche who wrote (6872)	7/16/1999 5:56:00 PM
From: smh	Respond to of 9719

<Been going on for a couple of months, picking up speed remarkably of late. Certain I'm not telling you or many others here anything new.> We don't mind the repetition <g> ----------------------------- July 16, 1999 Biotech Gets a Shot in the Arm By Joe Hagan HEALTH AND biotechnology-oriented mutual funds got a spike in their EKG for the week ended Thursday, moving among the best-performing sectors of the week. The story? Earnings, earnings, earnings. Strong results by biotech bellwethers Amgen (AMGN) and Biogen (BGEN) made the Rydex Biotechnology (RYOIX) fund the No.1 domestic fund of the week with a 9.2% return. Amgen's 20.2% climb also fueled Fidelity Select Biotechnology (FBIOX) and Franklin Biotechnology Discovery (FBDIX) to the top of the week's domestic charts. The average health fund managed a 2.83% return. smartmoney.com

To: scaram(o)uche who wrote (6872)	7/17/1999 1:40:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 9719

nth-tier has done well. To see my basket of nine stocks move up 40% is just a month is a pretty nifty...although much of that was due to concentrating in two issues--MAGN and CTII, sheer madness. And... I've only about doubled off the lows of last fall-- you could have thrown darts at the sector and done at least as well as me, I'm sure some of you fellas have... I've sold my wife's shares in magn and ctii...but I will hold the rest of my Magainin shares through Pex, if that fails I'll hold for Squalamine anyway. I gave back 8k shares of ctii on this recent run...my remaining 6k shares are half paid for... and I'd just assume forget I own them at this point, a genuine long term investment there--unless of course they're munched this year. With those proceeds, additions include NBIX and GLGC. Those are the recent changes to Mike's Microcap Madness. --Actually, Valentis now has a marketcap greater than 100M...my first stock to rise back above that mark. But that does not mean I am going to sell it. If Pex is approved, I suppose magn will also rise significantly above that mark...but same thing, remaining shares not for trading--I'd rather re-name my portfolio. Of course I am also rooting for Neurocrine to break out, hope the trial has gone well.