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

To: Andrew H who wrote (3954)	1/16/1998 5:59:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

I think this is all Andy's fault for discussing the Broncos on the biotech threads. And this also should teach PB not to mix patents and football in the same message. Regardless of the anemia, some VD pseudo favorites like MLNM and BGEN are beginning to show some signs of life. This is how the major indeces plus Semis and biotech have done since the close of 97 (98.04% means down 1.96%, etc): 98.04% dow 99.52% nasdaq 99.08% sp500 98.05% WilSmCap 98.93% SOX 99.10% BTK BTK, the Amex biotech index I much prefer, is actually beating the dow and the S&P500 by a magnificent number of basis points -g- IXB is market cap-weighted, I think, which makes it a proxy for a handful of the very big bio's: Amgen, Immunex, Genzyme, etc. BTK is dollar weighted and reshuffled every quarter or so; it includes 15-20 companies with representatives of several market cap ranges. The Amex web page has a complete list of components. PB

To: Andrew H who wrote (3954)	1/20/1998 3:23:00 PM
From: biowa	Read Replies (1) \| Respond to of 9719

!Kung, >>Biotechs still really showing no signs of emerging from doldrums. One of these days...<< "DAYS?" I think you have your units of measurement mixed up, unless your using one of those calendars that treats the geological history of the world as if it occurs in one year. :-( The secret is in now trying to discern what will trigger the breaking of the bottom suction. We've gone through almost every expected signal (I mean monoclonals are even getting FDA approval), so what's it really going to take? biowa