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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (440)	5/31/2004 3:58:33 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 12215

I'll address the easy points first, and try to dig into CEGE later (don't know them, apart from Abgenix). Diversification.... as shown, the portfolio is up 606%, having gone through the post bubble correction and while NASDAQ composite was getting cut in half and then some. Started 12/31/99...... finance.yahoo.com^IXIC&t=5y It didn't get there for lack of diversification, having been almost completely invested (100% long, of course, given that it's T/FIFy) until recently. ARIA..... monster stock....... loved it young, and then they lost/forced out good scientists and failed miserably to meet milestones/objectives. Berger pumped and pumped, and landed dollars to keep it going. Burn is reasonable, as the company really is a small R&D boutique. Early in life, promises couldn't be kept. Where they said that they could produce kinase-specific molecules, they could actually only get those that had broader activity, which hit more than one target. "Multiple target" molecules are, of course, now all the rage. Add that mTOR is a highly regarded target, and you've got that large downside exposure that you noticed. Market cap of ONXX is outta hand, on the basis of a single molecule, so there's plenty of upside left??......... finance.yahoo.com Dunno....... clearly a company that has always been science-rich, I certainly wouldn't object to adding them. And there have always been "not Rick's sort of risk exposure" stocks in the portfolios. >> I'd like to have a dash of influence. << Tomato's looking for ideas and assistance! >> is it okay to take much greater risk to stalk the elusive ten bagger? << It's up to Tomato. We've always had leveraged suckers in the portfolios, but if there's huge downside exposure they've generally been modest positions. I'll try to look at CEGE. Cheers! Rick