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


To: Torben Noerup Nielsen who wrote (8043)7/2/2000 11:03:18 PM
From: Vector1  Read Replies (2) | Respond to of 9719
 
Torben, it is not unusual to see strange trading patterns on the Friday before the end of a quarter. I would not make a lot out of it. As far as the company goes I view the stock as risky with huge potential upside. I sold the stock when the biotechs were taking a beating and wanted to trim some margin from the portfolio. Without bad news (which I do not expect) or a major sector decline (always possible) we probably will not break $20. The model is acutally up about the same percentage as NBIX since I sold it so I am not killing myself over this one.
The stock I am most likely to add over the next week or so is INCY. They are getting no respect and are positioned better than anyone else as the premiere information provider to the genomic age.
Might have to sell some stocks to load up.
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