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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Miljenko Zuanic who wrote (2323)	3/2/2001 7:55:12 AM
From: Biotech Jim	Read Replies (1) \| Respond to of 4974

I think you summed it up best, Miljenko, when you said "Knowledge and experience is more valuable than any (if not true blockbuster) product." But, we must remember that the first success by any company includes a lot of luck, however the second success is indicative of a true skill. We should be well profited by finding both. This also reminds me that luck usually comes to those that are best prepared. I am a bit surprised that you are going to margin already. Over the past couple of months I have gone from a 45-50% cash position to now a 7% cash position. I like several of the drug delivery companies and some of the genomics companies in here. I am always looking for highly leveraged and cash sufficient small molecule companies as well. I was in a few big pharmas as well over the past year and a half or so, and I'm and these have held up well over the past few months. I'm thinking about profit taking on these so that the proceeds can be put into some of the beaten down names. Thanks for your continuing contributions. Jim