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

To: CYBERKEN who wrote (8162)	8/13/2000 4:08:26 PM
From: Arthur Radley	Respond to of 9719

Being a glutton for punishment, I continue to invest in biotechs. My latest is AXCA and I've started a new thread here on SI. Would welcome all comments at :http://www.siliconinvestor.com/subject.aspx?subjectid=36596

To: CYBERKEN who wrote (8162)	8/13/2000 4:34:00 PM
From: Vector1	Read Replies (4) \| Respond to of 9719

Cyberken, At the end of every year CYTO posts all the trades for that year. WIth a little work it should not be difficult to locate those posts. Our worst investment was in a company called Chemtrack. A penny stock that Rman liked. Fortunately we did not invest much money. We have come a long way. Other clunkers were LGND and Cytogen. Both of which I take complete credit for. On Cytogen I misread the market for their radioactive treatment for cancer pain. On LGND I didn't fully appreciate how weak management is. I was also enamored with the science. I learned my lesson. V1