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

To: Vector1 who wrote (9353)	8/21/2002 6:15:37 PM
From: scott_jiminez	Respond to of 9719

Excellent justification, Vector. But what I find incredibly disturbing is that I have to come back with the following, incredibly obvious, response: as I stated earlier (which Cytokine agreed with), you only cover 25% of the investing game. Now provide the other 75%: an equally lengthy tome on all the reasons you would SELL OSIP. These might include, in addition to the failure of any the assumptions you've made regarding OSIP's pipeline, a precise, price-specific selling point. For example, if OSIP goes to, say, $50, by the end of 2003, roughly a 3-bagger from here, even before the final verdict is in for potential Tarceva indications, would you not sell based solely on the idea of an amazing 200% return in 15 months? If you have ANY hesitation in answering that question, you've not learned a dang thing, imo, from the disintegration over the past 2 years of the portfolio you control.