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

To: scaram(o)uche who wrote (806)	1/3/2002 1:00:37 AM
From: tuck	Read Replies (2) \| Respond to of 2243

Rick, Where the heck is everybody? If I was choosing the Biotech Investor of the Year -- and who says I can't -- it'd be you on the back of this performance during a dismal year for most everyone else' portfolios. Maybe I'll at least get to buy you a beer in your honor. Anyhow, congratulations are most definitely in order! *CONGRATULATIONS!* Cheers, Tuck

To: scaram(o)uche who wrote (806)	2/6/2002 7:17:04 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

Small cap biotech has gotten slammed. Despite the large position in "hunker down" stocks, portfolio "2001" is down 12% YTD. OK, I'm ready to make the changes to "2000" that have been indicated. Time to review posts and take a photo, if you like. May get to it tonight, after kids are in bed. Ugly, ugly, ugly.

To: scaram(o)uche who wrote (806)	2/23/2002 2:19:13 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 2243

"2000" finishes two years at plus 394.5%. It was up 76% for the year. As we all know, small cap biotech has just gotten the bejeezus beaten out of it during 2002. "2000" is now up only 349%, or down 11.5% for the year........ siliconinvestor.com Ugleeeeeee, but...... ^BTK is down 16.1% during the same period, and the index is composed of large caps which have been a relative haven. This chart has driven the average investor away from "the market", and we all know that small cap biotech has been more like NAZ than ^BTK......... quote.yahoo.com^BTK&d=c&k=c1&c=^ixic&a=v&p=s&t=2y&l=on&z=m&q=l FBDIX is only down 14.6% for the same period. Are they shorting biotechs again? I certainly expect that von Emster, now out and about in a hedge fund, has been one of the leaders during this slaughter. So..... we're right back to summer, 1998....... Subject 22340 The sector has been beaten on. Bad news has been the norm, and we've had an enormous short attack. Stirling et al. have grown more bold as their successes mount. Where are we? Like summer 1998, we have great companies -- with big, big science -- that have been nailed down to tiny research premiums. There are some with research premiums of zero. Once again, it's stock-picker's heaven. "2000" was started after the last trading day of 1999. Since then, Nasdaq composite is off 58% and ^BTK is up 24%. Stock-picking in small cap biotech is a route to riches. Morale was at an all-time low for the sector, summer 1998. It really hurts to see some biofreaks get whiplashed into depression at just the wrong time. Patents and preclinical results often have enormous value. Good luck, all!