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


To: Cytokine1 who wrote (3647)12/5/1997 9:55:00 PM
From: CYBERKEN  Read Replies (2) | Respond to of 9719
 
OK, so there are now thousands of you out there screaming "But CY! Which ones do you own?" So:::

BGEN, GENZ GZTC GENZL (do they really call it the "Genzyme Jumble?) & LGND (actually LGNDW). Also own some future VD picks, but I won't burden anyone.

If I had the dough, I'd buy the whole model (probably with different weighting) and track the trades. These guys, IMO, are very good.