Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: RCMac who wrote (635)	2/28/1999 7:58:00 PM
From: Biomaven	Respond to of 1073

Bob, Mike, It's worth reminding people that part of the reason "suzbounce" has done so well is that it was invested near the exact sector bottom, not because of divine inspiration on my part, but because Rick had challenged people at just that time to come up with a "recovery" portfolio. I've left it unmanaged, mostly because of laziness. It would have probably been up a little more if managed - e.g., I publicly exited CNTO at 50 and reentered a little below current levels. Of its two losers, AVIR is obviously because of their manufacturing glitch (using the polite word), and I still like it, although it has obviously become a somewhat longer term story now. GELX has been a disappointment that I haven't quite figured out yet. PCYC hasn't performed well to date; I remain patient. Given that AGPH isn't really a biotech any more, do people think I should switch it to something else now? I'd probably switch to more PCYC and some CELG. Peter