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

To: Jim H who wrote (8445)	12/3/2000 11:47:36 AM
From: Vector1	Read Replies (1) \| Respond to of 9719

Jim H. Our portfolio had become so large that our CGPI piece has become too small to make a difference. The choice was to add more or sell. I have been a net seller for a while. Never really like CEGE except for its ownership of ABGX which I like a lot. In fact I am watching ABGX and MEDX for possible additions if they get even cheaper. Remember we used to own PDLI. I like the MAB companies. I also think LEXicon has become cheap. I am concerned about the market. Biotech has really not been hit as bad as the other sectors. If we really are in a bear market it will. V1