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


To: Mike McFarland who wrote (632)2/28/1999 12:54:00 PM
From: scaram(o)uche  Respond to of 1073
 
>> Lately I've been thinking that I would do well to
lighten up in my third tier microcaps <<

You are permanently banned from this thread.

;-)

>> AXPH GLGC ONXX OSIP ISIP PCOP <<

I wouldn't touch ISIP. Otherwise, I think it's a good list. AXPH always seems to be looking in the rear-view mirror while driving. PCOP..... anyone see any indication that MSI is actually being integrated into the discovery process, or is it slipping into the realm of big talk? Love GLGC, but perhaps only 'cause I don't know what they do. ONXX and OSIP..... these are companies that are trying to put it to cancer. ONXX has some ooooomph in the business plan, but they also have an immunogen as a first product.



To: Mike McFarland who wrote (632)2/28/1999 3:12:00 PM
From: RCMac  Read Replies (1) | Respond to of 1073
 
Mike,
The enviable, daunting Suzbounce portfolio, up a mere 64.94% from August 27 purchase prices, is a "public portfolio" on SI. The link is:

exchange2000.com

A striking contrast to Murphy, whose recommendations included, I believe, only two (INCY and PCYC) of Peter's 11 selections.

-- Bob