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

To: Harold Engstrom who wrote (5660)	9/25/1998 4:59:00 PM
From: Pseudo Biologist	Respond to of 9719

Harold, thanks for the comments. If I may add a couple of observations: Re <<FWIW, I think Jubak spreads himself too thin. He tries to cover semiconductors, pharmaceuticals, biotech, computers and peripherals, etc... The result, I think, is that he has the classic "Jack of all trades, master of none" syndrome. He is wrong much more often than he is right.>> It actually looks like Jubak is an avid reader of McCamant or of Michael Murphy, the latter, particularly, also covers quite a bit of ground. <<He chooses Millenium, a lazy choice. Rman's INCY looks pretty attractive now as a result of Bayer's recent investment in the competition, as Rman already pointed out. Vical? He really didn't give a good reason other than making a case that could be made for 20 other biotechs in the same state. Ligand: no focus, lots of waste. Isis actually looks like a possible winner.>> No, he did not choose MLNM among his 5 picks (guess because it is not covered by neither Murphy nor McCamant -gg-). In fairness to Jubak he mentioned MLNM simply because its megadeal had just been announced. Nothing intrinsically "lazy" about MLNM, as a company nor as a pick. His list includes ISIP, LGND, ICOS, VRTX, and VICL. To my recollection, all of these (except, maybe VRTX) haven been pushed hard by the aforementioned "gurus." <<My own picks for the long term: Biogen and Idec. One of Richard Harmon's favorites, Biotransplant, also looks to be worth a roll of the dice.>> Not a bad list of picks at all; Biogen has been nothing short of awesome; too bad I took profits way too soon. If I were to add to your short list, I would look for companies with more of a small molecule focus. Thanks again, PB