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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?


To: Mike McFarland who wrote (555)3/28/1999 12:15:00 AM
From: Mike McFarlandRead Replies (1) | Respond to of 4974
 
p.s. --hmmm, I just saw your post which showed that
von Emster did okay this past week... Minus 3.5%--very
impressive (way to stay ahead of the amex bio index).

Maybe he dumped his PathoGenesis before the debacle?
Probably not. I have last years annual report,
which showed that PGNS was 5.66% of the Franklin
Biotech Discovery Fund on 4/30/98. PathoGenesis was
the fund's largest holding at that time.

Okay, let's see how I do against that Franklin BD fund
for the rest of the year. I have the advantage of
being able to jump in and out since I will not move
the stocks by myself, a serious handicap the fund
managers work against. If I cant beat von Emster, I
will buy his fund instead of playing in my own
brokerage acct. Ready set go.