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

To: Vector1 who wrote (8797)6/5/2001 5:00:50 PM
From: Larry Liebman  Read Replies (1) | Respond to of 9719
 
I'm searching for some biotech wisdom. I have some sizeable positions (at least in my humble portfolio)in Curagen, Myriad, and Millenium. In the past couple of months I have debated adding shares in Human Genome, having been impressed of late by their ability to bring molecules into the clinic. Anyone opposed to the idea of moving some Myriad into Human Genome? Thoughts appreciated.



To: Vector1 who wrote (8797)6/11/2001 4:24:30 PM
From: tuck  Read Replies (1) | Respond to of 9719
 
Vector1,

I think you are right to remain on the sidelines now in general, and with respect to AFFX in particular:

Message 15926390

Waiting for warnings season to end before doing much buying myself.

Cheers, Tuck


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