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

To: Spekulatius who wrote (108)	3/14/2001 6:48:11 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 1336

<did you just call the bottom> I've done it before <g> <Better to buy the cash rich SEPR, MLNM, ABGX, INCY, VRTX, NBIX> Can make and lose money anywhere, I'll hold what little I have left in my pets and be a real bastard of a shareholder--asking pointed questions at the meetings, make them squirm, heh! Or I'll be there cheering them on if they do well, either way, I've had my fill of the market, and my cash stays out, walking away rather than changing strategy. Of course moving cash up another 25% isn't really that dramatic for me, it isn't as if I bailed all at once. <high cash> If I wanted a high cash angle in healthcare, I'd probably end up in big pharma...that would really put me out of phase, and I'd get whacked again. Not that I have a bet on the table, but if I had to bet, I'd guess that pharma is next to come down. The carnage will spread even into the defensive sectors. Or not. I'm not a fan of Fleck or anything, and you wont see me subscribing to Grants, mainly ambivalent. And there is no point in setting stops, limiting your losses if you're just going to be diving back in the water again. The sharks can have the pool to themselves. No, higher priorities now which include my insomnia and soothing a teething toddler. Not in that order, heh, 4am now, sleepless in Seattle of course... Oh, The Seattle Times is doing a five part series "Uninformed Consent", fairly interesting. David Blech is in there, the Fred Hutch, CTI. Worth a read.