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


To: Biomaven who wrote (6334)1/18/1999 1:55:00 PM
From: Merritt  Read Replies (1) | Respond to of 9719
 
Peter and RKRW:

You both make a good case for SEPR.

When I sold, there had been no release of royalty details, which caused doubt...and my experience has taught me to exit a position when I have doubts. While in the SEPR instance I may have sacrificed additional profits, making an exit under those conditions has saved me money in the past - and I'm comfortable with that. That's not to say that I may not re-enter SEPR if my worries are eased or removed, but that I have no real regrets on pulling the trigger when I did.

Best regards, Merritt