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

To: Vector1 who wrote (8091)	7/11/2000 2:37:22 AM
From: Torben Noerup Nielsen	Respond to of 9719

V1, I've been wondering about your take on NBIX. That is one of a small number of cases where I went a different route. I had to lighten my position, but I still hold about 15K shares and I'm inclined to keep them. The other area where I differ is that when I decide to buy an issue, I set very liberal limits. I too believe in holding for the long run and if you really expect something to go up significantly, your exact acquisition cost doesn't matter. When you set your limit for Incyte, I set mine 1 point higher. And I walked away with exactly what I wanted in a few minutes. I don't want to commit hubris and tempt the furies, but I think that with some fast moving issues, that is the better policy. Again, I have a great deal of respect for this portfolio so this isn't really meant as criticism. Just a different buying style. Incidentally, I still like GLIA too and although I have lightened up in order to diversify a bit more, I still hold 25K shares. Thanks, Torben

To: Vector1 who wrote (8091)	7/11/2000 2:46:10 AM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 9719

V1, Not to repeat myself overly much, but I think you should consider a small position in VPHM if the liquidity becomes available. It would seem to broaden the portfolio slightly and I think that one is a high grade issue. Just a suggestion. I'm rather long so I of course have a vested interest in people buying it, but this is a paper portfolio. At least in theory. I wonder how many are trying to match it. I confess getting a large number of ideas from it. Probably about half ``my" picks are taken from it now. The other half are issues I feel strongly about for one reason or not. Sometimes it's hard facts, but sometimes it's just gut feeling. Which is merely hard facts run through the subconscious and extrapolated a bit. By the way, I'm banking on Incyte for the revolution. They seem to have the leadership and the IP portfolio. It'll soon be difficult to get around their patents. Licensing is a much better choice. Thanks, Torben