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

To: RCMac who wrote (849)	5/1/1999 2:16:00 PM
From: scaram(o)uche	Respond to of 1073

Bob: I just sort of slapped together the portfolio, so there's little relevance to weighting. The rationale: 1. Biotech, other than first-tier and selected second-tiers, has been clobbered. There is little or no premium assigned to research or to early-stage clinicals. 2. Science-skimpy neuros have been riddled with bullets, and have tarnished the subsector. 3. Science-rich neuros (SNAP, NRGN) have stumbled into bad news on a consistent basis, making even the best-informed of investors look like schmucks. As a result, neuro is the most out-of-favor subsector of biotech which is, in itself, out-of-favor. It is therefore, IM contrarian O, time to invest in highly-leveraged, science-rich neuros. exchange2000.com This sort of logic has not paid since 10/97, and several neuro management teams seem to be foremost among the "caught in the headlights" crowd. Disclaimer: I own shares of GLIA, SIBI, NBIX, TTP and SNAP, and I have a vested interest in their appreciation. Homework should be a highly personal issue. - g - Good luck, all! Rick