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Biotech / Medical : AXYS Pharmaceuticals Inc. -- Ignore unavailable to you. Want to Upgrade?


To: LLCF who wrote (220)1/10/1999 8:49:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 455
 
While you guys are being so nice and cheery to each other, why not follow the VDXX biotech portfolio here at SI? It was up 100% for 1998. The calls were conceived here, made here, and clearly documented here by Rocketman, V1 and Cytokine1......

exchange2000.com

Why the heck would you want to pay for Murphy's opinions when there is a track record of excellent performance under your nose?

Murphy's long-term performance in biotech has been wretched. Anyone who argues otherwise is simply wrong. However I agree with Bob........ there are opportunities to take good leads/stuff from the very worst of sources.

It's good to hear that he made a good call regarding tax-selling and beaten-down biotechs. He's been trying his best to make good calls for a long time.



To: LLCF who wrote (220)1/11/1999 12:23:00 AM
From: RCMac  Read Replies (1) | Respond to of 455
 
David, Rick Harmon is being somewhat uncharacteristically and quite unnecessarily modest in mentioning the VD's Model Portfolio thread, without mentioning as well some of the threads Rick has founded or contributed importantly to, including:

T/FIF: Subject 22340

Biotechnology Value Fund: Subject 19115

BTRN: Subject 12002

Munch-a-Biotech Today: Subject 24574

These are a major and useful part of the biotech investment "track record of excellent performance under your nose" available on SI.

See also, for further orientation in the biotech environs of SI: Message 7115336

-- RCM



To: LLCF who wrote (220)1/16/1999 12:37:00 PM
From: Stockboy  Read Replies (1) | Respond to of 455
 
David,
The proper response is to provide information which refutes the information provided. I have two years of recommendations from CTSL which support my comments. Murphy himself, to the degree he will admit his mistakes, explained that his return was adversely affected by selecting too many small caps or undercapitalzed companies. I will be glad to provide greater detail if you need it.

Your typical respone of "You have bad teeth and smell" is entirely inappropriate. You cannot blame it on the wine. It is your character.
Jack