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

To: Rocketman who wrote (7478)	1/15/2000 11:41:00 PM
From: Vector1	Read Replies (2) \| Respond to of 9719

Rman, Who would have thought we would have stayed with this for so long. Only two stocks from the original portfolio still with us: INCY and GZTC. We had some dogs but some real winners as well. I think we have learned a hell of a lot since then and have made some lasting friendships. In additon the thread has become a great place to discuss the sector and companies. I hope the next 2 1/2 years are as good as the last. V1

To: Rocketman who wrote (7478)	1/16/2000 8:08:00 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

Just for fun looked at the - if we held the $100K original portfolio scenario - and here's what I got: equity of $242,274.38, (splits adjusted for) not including whatever we got for GENZL & GSII - what was the outcome on those anybody know? Rick was right today, we had some dogs back then!!! But, only two actually lost ground, CYTO -19%, and CMTR -100%, not sure about GENZL and GSII. Had some great winners in the Genomics: AFFX +594% HGSI +451% INCY +407% also BGEN +378% Anyway, just some fun with the past. I think we've gotten a bit better at this based on our outcome. Working on some new picks...... Rman