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

To: Vector1 who wrote (4799)	5/4/1998 2:49:00 PM
From: Andrew H	Read Replies (2) \| Respond to of 9719

22% for the year is great for a biotech portfolio--a tribute to the savvy of the portfolio managers. I think ENMD and BLSI are both great shorts. You might want to wait a day or two. BLSI will take forever to get a product to market and is riding entirely on ENMD's coat tails. I have been trying to borrow shares of ENMD to short, but none are available. Could go a bit higher in the short term, but there will be no news for a while now and the shares are bound to fall--there will be nothing on the market for 3-4 years at the minimum, probably a lot longer. No guarantee either of these drugs will be marketable. In fact, the odds are against it. However, the hope they offer is very exciting. Meanwhile, off topic, interested parties should check out RNTK, a GTL company that I expect to announce a deal with TX within 45 days.