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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (68)	12/4/2000 4:50:46 PM
From: Extra Pale	Read Replies (1) \| Respond to of 1336

Mike, Agree incy competition has become more apparent (or at least more adept at pr! -g-) still, its a big pie and i believe incy was first to stake out a big slice. Regarding diversifying risk, I have split my port into 3 parts: A team -- sepr,vrtx,mlnm,incy,celg (mkt caps $2billion plus) B team -- glfd,gztc,nbix,cege,lgnd, etc. (mkt caps $.5billion to $1billion but with pharma/collaboration support -- cege is exception, but has strong cash position) C team -- gzmo,aria,vphm,nbsc,nabi -- all small cap story stocks... lots of ways to structure a portfolio, by pipeline, treatment modality, profitability, science, etc. For me, structuring via small cap compared to smaller cap, satiates my speculative passion while providing at least a modest level of diversification. Happy trading and please dont quit SI -- dark days need people with wit!