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

To: scaram(o)uche who wrote (45)8/24/1998 1:21:00 PM
From: Biomaven  Read Replies (1) | Respond to of 1073
 
Rick,

I would add CNTO to the portfolio.

I'm not so sure GLFD and GILD should be on it - both good companies with good science, but good science is not what's driving the market right now. I don't feel real strongly about this, though.

I'm sure that V1 will add CLTR which I think belongs in this group, so I'll let him do it and also take the responsibility for it <G>.

Peter



To: scaram(o)uche who wrote (45)8/26/1998 9:30:00 PM
From: jayhawk969  Respond to of 1073
 
Rick,

This market is as ugly as I want to imagine. Unfortunately I am feeling comfortable that we are near a bottom, Hoping it is not a contrary indicator. I think the Pharma's good news is sucking some of the money out of the biotechs.


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