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

To: tom pope who wrote (8085)	7/8/2000 3:23:20 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 9719

Tom, I'm just trying to be careful as I really like NABI. I've spent a fair amount of time researching their product line and I'm quite impressed. I'm not too bothered by the fact that they make money :-) Maybe you should have bought some VPHM instead; someone else must have decided to pull the trigger today. It certainly wasn't me! While I think I can make a really solid argument for NABI based on pure facts, I can't really do so for VPHM. That one is more based on ``like" and pure gut feeling that their approach is the right one. Sometimes hunches pay off and sometimes they don't. We'll see about this one. Todays action was encouraging. If it takes off, I think it will do so quickly. Right now, I think it's a steal. But that could change. We shall see. I'm a lousy investor in that I base too much on gut feel and too little on detailed due diligence. Strangely enough, I'm doing alright with it. Not as spectacular as the VD portfolio though! Thanks, Torben