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


To: scaram(o)uche who wrote (5154)6/18/1998 7:06:00 PM
From: Biomaven  Respond to of 9719
 
Peter Suz not Sing not Sils pointed out a factor that may have poured gas on the Vector fire...... ARQL is being dropped from the Russell 2000 or 5000 or 40000 or whatever it is.

In fact pretty much all the biotechs that are being dropped are hurting badly, while the additions are doing better. (There's a link and list posted by me on the PCYC thread, as PCYC is an addition.)

I made two quick Yahoo portfolios of the biotech adds/deletes. Today, the deletes were weak with 13 down (typically by 4-5%), one unchanged and one up (APHT).

The adds had 9 up and three down.

APHT seems to be the only one that has been strong recently in the
face of a deletion. Anyone follow them?

Peter Not Sing/Sils