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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?


To: scaram(o)uche who wrote (351)12/27/2000 5:39:43 PM
From: tuck  Read Replies (2) | Respond to of 2243
 
Add to the possible 100 bagger list FPHI, NEXL, PTN, & FOCL? INCR already on it? Per Doc Bones, feel 10x is more likely.

Cheers, Tuck



To: scaram(o)uche who wrote (351)12/31/2000 11:36:37 AM
From: scaram(o)uche  Read Replies (3) | Respond to of 2243
 
End of year "report".....

Portfolio "2000" took a terrible hit for the entire second half of the year and finished at +181%. I'll construct a "2001" this weekend.

"Bounce", deserted long ago with too much cash, Sugen, Pathogenesis and Geltex, is up 583% at the close of 2000 as shown..........

siliconinvestor.com

If anybody can calculate the cash that should be added for Sugen, Pathogenesis and Geltex, without extraordinary effort, then I'll do it.

One 18-bagger (MLNM) and a 28-bagger (OSIP). A long step (down) to four-baggers, REGN (one of two purchases, the second a three-bagger), BTRN (one of two purchases, the second a three-bagger), and ALKS.

Eighteen components as shown, no losers. Note.... I bought GLIA for some portfolios, but never actually made the changes. I don't remember if "bounce" was included among them, but performance as shown may be better than actual.