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Biotech / Medical : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (44)	8/24/1998 11:18:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 1073

"Bounce" revised, awaiting input from V1 and Silverman, commentary on "sells" and further additions from you and Metcalf....... techstocks.com And T/FIF........ techstocks.com

To: Biomaven who wrote (44)	2/28/1999 6:13:00 AM
From: Mike McFarland	Read Replies (2) \| Respond to of 1073

Thread--especially newbies... I've found that sometimes it is good to re-read old posts: Note PeterSuzman's bounce picks from last summer (see the post #44 to which this message is linked) Here is the performance of those stocks... quote.yahoo.com Sepracor, Millennium, Pathogenesis, Agouron, and recently Nexstar have done the best...the rest merely doubled (or at least were tradable for doubles.) Lately I've been thinking that I would do well to lighten up in my third tier microcaps--or at least when I do put more money in these stocks, maybe go for second tier, with an emphasis on some of the stocks these fellas like. Up til now I've tried to slog through many lists of biotech stocks...and while I've certainly cultivated a new hobby, I actually have much less confidance that I can picks stocks now than ever in the past year. Probably I'll do fine with my micros...at book value there is probably not a lot of downside for things like CytoTheraputics and Cambridge NeuroScience, but I suppose these stocks are not likely to see any sponsorship either--at least not from professional money managers. I'll probably have to hold critters like ctii and cnsi until news pops them up, a parter for ctii would be nice, the IND filings from cnsi should help. I hope someday I will be able to extricate myself from these positions with no harm done. Anyway, getting back to the idea of moving up to second tier. I already presented AXPH on another thread, and thanks again Peter for your feedback. The second one on this list is well known, so naturally I bought Curagen instead. OSI looks particularly interesting of late. AXPH GLGC ONXX OSIP ISIP PCOP By the way, the means by which I arrived at this list are completly lame...occasionally I pile together all my notes, the symbols with the most notes get put on watch lists. Since I never take anything off my lists, I am fast approaching the point at which I will be 'watching' everything. I will then give up and buy a fund:-)