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

To: Vector1 who wrote (7351)	12/22/1999 11:27:00 PM
From: RWReeves	Respond to of 9719

I'd like to suggest a special place for both SIBI and QLTI, which have not been mentioned. I believe QLTI was one of the year's stories that re-ignited interest in biotech as well as legitimized PDT and SIBI for being in the crosswalk when the MRK bus came along. We probably had a little more M&A interest and especially in Neuro after that. It's hard to decide which one was patient zero for the momentum epidemic that's taken hold. AFFX would be a strong candidate. RWR