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Biotech / Medical
VD's Model Portfolio & Discussion Thread
An SI Board Since April 1997
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Emcee:  Rocketman Type:  Unmoderated
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9369Subject 12591 bookmark this........ sibob.comscaram(o)uche-9/5/2002
9368<i>Millenium or Affymetrix should acquire them on the cheap.</i> Ornigel bates-9/5/2002
9367Rman any idea what happend to those 30k royalty bearing sequences of incy ? chdalroi-9/5/2002
9366Incyte Limbo - how low can she go??? Should have the dead cat bounce in the AM.Rocketman-9/5/2002
9365VD's MODEL PORTFOLIO 8/30/02 Change -$8160 DOWN -5.44% Started 4/9/97, $Cytokine1-8/31/2002
9364BayBio and George Rathmann Launch - BayBioNEST - a Bioentrepreneurial Forum I tRocketman-8/30/2002
9363VD's MODEL PORTFOLIO 8/28/02 Change -$6270 DOWN -4.21% Started 4/9/97, $Cytokine1-8/28/2002
9362VD's MODEL PORTFOLIO 8/26/02 Change $1296 UP 0.82% Started 4/9/97, $100KCytokine1-8/26/2002
9361VD's MODEL PORTFOLIO 8/23/02 Change -$8312 DOWN -5.02% Started 4/9/97, $Cytokine1-8/24/2002
9360Spek, we just sold some CELG and reduced the amount we have margined. V1Vector1-8/22/2002
9359Spek, I have seen estimates for the entire group of EGFR drugs at 3-4 billion. OVector1-8/22/2002
9358V1, at current valuations, i'd put OSIP's value at 6x peak sales. HoweveSpekulatius-8/22/2002
9357The VD portfolio is in a desperate need of overhaul, IMO. 40% in one stock like Spekulatius-8/22/2002
9356Perhaps a blind-chicken point must be recognized in #9354. The use of margin is CYBERKEN-8/22/2002
9355VD's MODEL PORTFOLIO 8/21/02 Change $7040 UP 4.66% Started 4/9/97, $100KCytokine1-8/21/2002
9354Excellent justification, Vector. But what I find incredibly disturbing is that scott_jiminez-8/21/2002
9353WHY WE BOUGHT OSIP IMO the IRESSA study leads me to conclude that the likelihooVector1-8/21/2002
9352VD's MODEL PORTFOLIO 8/20/02 Change $5220 UP 3.58% Started 4/9/97, $100KCytokine1-8/20/2002
9351Model sells 1000 shares of CELG and AFFX at open tomorrow. Buys 2000 shares of Vector1-8/19/2002
9350VD's MODEL PORTFOLIO 8/16/02 Change -$2860 DOWN -1.79% Started 4/9/97, $Cytokine1-8/16/2002
9349"Nor have we heard one peep from RM/Vector/Cytokine regarding how they willCytokine1-8/16/2002
9348IMO for Scott to question your portfolio selection as being flawed, is like the Arthur Radley-8/16/2002
9347Scott, do us all a favor and "give it a rest". I have admitted many miVector1-8/16/2002
9346<So while 'give it a rest' may well apply to the tone of my posts, hoLLCF-8/15/2002
9345<<Give it a rest already! The VD portfolio is a for fun paper biotech portscott_jiminez-8/15/2002
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