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


To: Pseudo Biologist who wrote (4440)3/20/1998 5:43:00 PM
From: Rocketman  Read Replies (1) | Respond to of 9719
 
Surprised that Cetus doesn't get a ring as it got merged into Chiron. Only 49X in 15 years at AMGEN, thought it would be more. Makes me feel better about my 45X at INCY and 125Xplus at Norian (still illiquid though).

The one we let get away last year was NASI, 21X in 14 months. Ouch, still regret selling that one for only 2X, totally against my gut feelings.

Rman



To: Pseudo Biologist who wrote (4440)3/20/1998 5:50:00 PM
From: Biomaven  Respond to of 9719
 
<<Four get rings (Genentech, Immunex, Genetic Systems, and Hybritech>>

But only two of those (I think) lived happily ever after.

<<Actually, our friend MGI (MOGN) is mentioned among the turtles (known then as "Molecular Genetics"; $100 of its stock in July 83 would be worth $25 when the article went to press).>>

Hey, don't you know that if you change your name, your old history doesn't count anymore...

Peter



To: Pseudo Biologist who wrote (4440)3/20/1998 8:32:00 PM
From: Andrew H  Read Replies (1) | Respond to of 9719
 
>>Of the 23 just 3 get medals (Amgen, $100 in shares in July 83 would be worth $4900 when the current issue went to press; Centocor $100 now would be $440, and Biogen the $100 would be $270).<<

I guess you could say that biotechs in general have yet to fulfill their financial promise (:>).

On the other hand the MP is doing quite nicely when compared to the IXB!