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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 (5510)8/26/1998 9:09:00 AM
From: Berk  Respond to of 9719
 
As well as opportunity.



To: scaram(o)uche who wrote (5510)8/26/1998 11:00:00 AM
From: chirodoc  Respond to of 9719
 
<<<<There you have it....... the sophistication of the institutional investor with respect to biotech.

...when a new manager takes over the lagging health care stock portfolio laden with bios, they sell the bios and buy more of the big pharmas--looks good on paper for a while.

....you can't blame them--bios have sucked for quite a while now

....that being said i plan to use this sell-off to buy more of the leaders--probably incy, sepr and anika

curtis