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Biotech / Medical : Biotech Stock Picking - 2003 -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (212)	5/10/2003 1:11:56 AM
From: John Metcalf	Read Replies (2) \| Respond to of 383

What a difference a year makes. Last year, Julius and Rick managed to lose a little less than the pack. So far this year, there is only one (modestly) losing portfolio (-4%). Erik (170%) is far ahead. Raul Prytog, R. Ranney, and Hopper are all 50%+. Three are up 40%, seven are up 30%, three are up 20%, seven are up 10%, and two more are above breakeven. There are many picks in common. The leaders seem to be those who have avoided popular losers, like BTRN and REGN, and overweighted low-priced winners, like ELN and VPHM. Not rational, in the real world, but low-priced zingers win stock-picking contests.