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

To: Icebrg who wrote (1019)	3/16/2002 12:57:03 PM
From: scaram(o)uche	Respond to of 2243

portflio update..... small cap biotech has, as most here know, gotten the crud beaten out of it. while the large caps have held up and the sector has been pointed to as a recent (and relative)safe haven, everyone down in the trenches knows that biotech isn't Amgen et al. it's been ugleeeeee. however, the T/FIF portfolios have performed as they were designed to perform. "2000" is down 3.8% YTD and is currently up 379.5% since inception....... siliconinvestor.com SEPR is a component. I may do some balancing early this week. If I sell a given issue, it's not because I don't think that there is additional upside. It would be because certain issues have crashed while others have outperformed. Any sales would reflect NOTHING MORE. UCLA, 80-58. Which team will show up against Cincinnati?

To: Icebrg who wrote (1019)	3/16/2002 2:25:25 PM
From: quidditch	Read Replies (1) \| Respond to of 2243

Rick, <SEPR is a component. I may do some balancing early this week. If I sell a given issue, it's not because I don't think that there is additional upside. It would be because certain issues have crashed while others have outperformed.> Hopefully (to a crashed SEPR holder (initial position in early 1997, second position in the SE Asian crash of late summer, at prices not so far from Friday's close, later adds at, obviously higher prices)), you are expressing an inclination to sell some outperforming positions to add to positions of some fallen angels, which I'm thinking of doing. Stock stabilized pretty nicely, but of course much, much rides on FDA meeting in April (?) and management's assessment of the non-approvable letter. Let's hope that Barberich, et. al are in touch with the gravamen of FDA concerns and that meaningful data can be salvaged from the 3X 90-day trial of tecastemizole because, if not, it will get way ugly again. Gosh, isn't this just the best of Tourney time. Which UCLA? Which USC showed up? I guess we now know. Which Missouri shows up this weekend? Wolfpack vs. Huskies will be an interesting mid-pack survivor contest, for the Eastern seabord oriented among us. Does Oregon soar? Terps must find their confidence after losing ACC title game. Great stuff. quid