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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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9444Scott your portfolio aint good either :-) siliconinvestor.com cheers Sdalroi-11/24/2002
9443VD's MODEL PORTFOLIO 11/22/02 Change -$2840 DOWN -1.56% Started 4/9/97, Cytokine1-11/24/2002
9442My god what could be more constructive than for all of us, especially those who scott_jiminez-11/19/2002
9441Yea, good luck. DAKLLCF-11/19/2002
9440The VD portfolio has identified promising companies with good science and good mHarold Engstrom-11/19/2002
9439'Recently'. 'Recently' has nothing whatsoever to do with the prscott_jiminez-11/19/2002
9438There's no question they, and their investors, could get fat if they are theCYBERKEN-11/19/2002
9437D, Depression (medical one) is US modern age disease, however it took long timeMiljenko Zuanic-11/19/2002
9436Thankyou... it does seem cheap. Don't like obesity target for reasons I havLLCF-11/18/2002
9435A "prudent selling strategy" recently could easily have resulted in seDoc Bones-11/18/2002
9434David, Obesity is not only MLNM big target, it is big target for all pharmas anMiljenko Zuanic-11/18/2002
9433What about MLNM's proclamation the obesity would be their big target... anyoLLCF-11/18/2002
9432VD's MODEL PORTFOLIO 11/15/02 Change $ DOWN 0.00% Started 4/9/97, $100K Cytokine1-11/17/2002
9431<< Given the risks we are taking a small position. >> There really scott_jiminez-11/13/2002
9430Steffan, <why MLNM> At $7.50 per share total enterprise value is $2.1B. NVector1-11/13/2002
9429Blue, Beats me! My only guess is that like a dead clock, twice a day it will be Arthur Radley-11/10/2002
9428Hey Tex, WHY?>>>>>>>>>>>>>>>>>Bluegreen-11/10/2002
9427VD's MODEL PORTFOLIO 11/8/02 Change -$6300 DOWN -3.76% Started 4/9/97, $Cytokine1-11/9/2002
9426As I said.. now I'm long non-dollar denominated paper, I have Bunds and someLLCF-11/7/2002
9425No, you were gushing. Surprised you think it didn't show. I'll leave yoCYBERKEN-11/7/2002
9424<i>You may be a fan, but he's not as smart as he sounds. When I see sRCMac-11/7/2002
9423You may be a fan, but he's not as smart as he sounds. The threat is DEFLATICYBERKEN-11/7/2002
9422So what do you suggest getting into when the dollar scenario plays outKushi Kullar-11/7/2002
9421Throw in some Bunds [lots]... I'm much more confident dollar weakness than gLLCF-11/7/2002
9420<Better men than you have drawn similar conclusions over the last century. ThLLCF-11/7/2002
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