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

To: Icebrg who wrote (257)	5/27/2003 8:24:45 PM
From: tom pope	Read Replies (1) \| Respond to of 383

I would like to wish everyone good luck for the rest of the year. The last time this all happened in early 2000, I was filled with awe, but not with fear. That cost me dearly. I hope I do a better job this time. (Last time when my portfolio was rising by obscene amounts each day, I told my wife "I can't be that good". Guess what? I wasn't.) More seriously, last year about this time we were getting little news of biotech successes, many IMCLE-type implosions, and an unyielding FDA. Many of those components have changed.

To: Icebrg who wrote (257)	5/27/2003 9:27:46 PM
From: John Metcalf	Read Replies (2) \| Respond to of 383

Geeze, Erik, you've had four stocks more than double, of the eight you chose. And MLNM is close to being your fifth to double. And no losers in the group. Whatever happens the rest of the year, doubling a port in five months is a great record. Today's rally finally put the Dow ahead of the first trading day of the year. S&P is up 5% this year. ^BTK has rallied 35% YTD, so even the huge biotech rally only accounts for a third of your gain. That's pretty good stock picking. In real life, are you holding 'em, or cashing some out?