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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (10857)	3/5/2004 9:13:32 AM
From: Biomaven	Respond to of 52153

I thought nobody would recognize! <g> Well I was kind of hoping that your portfolio would get lost in the transition when the portfolios were moved to the thread header, but no such luck. <g> It's a little disheartening to be up over 50% in about three months and to be 10 points back of the apparent leader. (I say "apparent" because there are the stealth candidates like rkrw that may actually be in the lead for all I know). But all in all it's been a great run so far. Plenty of those portfolios are up over 40%, against a NASDAQ that is virtually flat since the beginning of the year. Be interesting to figure out what the mean and median gains are. Peter

To: Biotech Jim who wrote (10857)	3/6/2004 12:28:18 AM
From: John Metcalf	Read Replies (2) \| Respond to of 52153

Up 62% is a pretty good start, in a contest where the winner broke even in 2002. Peter is shamed by being up only 52% in 2004, but I'll trade with him if he can't stand it. I'm mired in the pack in the 20's with Rick Harmon, and others who are better investors than I. I know that BJ and Peter are working productively and paying taxes. Me too! I am CEO of a company with 200+ employees, thirty business units, and nine locations. If it seems I am slacking off by participating in SI during the "workday", my secretary has outfitted me with a beeper. I always call her before I post to you. The company I work for has operated 24 x 365 since the mid-seventies. I wish I were a grad student again, though grad students wish they could have my job -:)