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

To: scaram(o)uche who wrote (221)11/10/1998 8:47:00 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 1073
 
I have nothing to oppose that cash went to REGN. Everybody knows that it is my first pick. Timing is not bt investors main concern or his great advantage. DD and homework is what he should do.

REGN will move, when and how it is hard to predict.

I recommended more SUGN based on their business plan and anticipation of the coming news on several cancer programs. We know what move bt stocks, but return will be results of the complete picture, not individual news/hype.

PCOP is fundamentally grossly undervalued, and may stay for while. However, it is better to be little early than to late. I learned this on my own skin.

Miljenko



To: scaram(o)uche who wrote (221)11/13/1998 3:58:00 PM
From: nigel bates  Respond to of 1073
 
>> So, double apologies........ for the rush to REGN, and for the apparent arrogance.<<

None necessary surely. After all, a couple of the board of REGN were buying pretty large chunks at around this level fairly recently. I was just a little surprised at the amount.

nig


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