VD's Model Portfolio & Discussion Thread

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Biotech / Medical
VD's Model Portfolio & Discussion Thread

An SI Board Since April 1997

Posts	SubjectMarks	Bans
9719	124	0

Emcee: Rocketman	Type: Unmoderated

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Reply	Message Preview	From	Recs	Posted
9619	RE: Glfd: yes, primary play is aquavan. It's essentially a water soluble pro	rkrw	-	6/17/2003
9618	I also like KOSN in spite of its overhang problem. GLFD is also interesting, th	tuck	-	6/17/2003
9617	Congrats as well on YTD performance - quite a rebound. <i>Any suggestions	Biomaven	-	6/17/2003
9616	V1: Yeah, the TLRK structure stunk when it hit. But it's better now.......	scaram(o)uche	-	6/16/2003
9615	Rick, TLRK had huge hype when it was private and went public a huge valuation. I	Vector1	-	6/16/2003
9614	V1: My favorites don't fit the portfolio's style. A wonderful situatio	scaram(o)uche	-	6/16/2003
9613	Thanks Rick. Any suggestions. V1	Vector1	-	6/16/2003
9612	>> YTD EQUITY CHANGE 78.9% << Go, go, go, VDXX guys!!!!	scaram(o)uche	-	6/14/2003
9611	VD's MODEL PORTFOLIO 6/13/03 Change -$6735 DOWN -2.48% Started 4/9/97, $	Cytokine1	-	6/14/2003
9610	VD's MODEL PORTFOLIO 6/12/03 Change -$767 DOWN -0.28% Started 4/9/97, $1	Cytokine1	-	6/12/2003
9609	By the way, I was feeling prolific tonight and did a bunch of posting about Incy	Rocketman	-	6/7/2003
9608	The New Biotech Incubator Model: Pfizer buys Sugen in April. By the end of Apr	Rocketman	-	6/7/2003
9607	A better VC Model: Given the low cost of biotech resources, lab space is cheap,	Rocketman	-	6/7/2003
9606	Where Venture Capital is Missing Out: The classic VC Model is driven by a techn	Rocketman	-	6/7/2003
9605	Actually you are up about 5-6X from the bottom when the equity was in the $30K r	Rocketman	-	6/7/2003
9604	Rick, we were almost out of business about 6 months ago. Thankfully we hung in t	Vector1	-	5/31/2003
9603	>> YTD EQUITY CHANGE 73.8% << Hey, hey, hey, hey!	scaram(o)uche	-	5/31/2003
9602	VD's MODEL PORTFOLIO 5/30/03 Change $3575 UP 1.40% Started 4/9/97, $100K	Cytokine1	-	5/31/2003
9601	WANTED: ENTREPRENEURS - Interested in Networking with Life Science Investors WH	Rocketman	-	5/28/2003
9600	Yo V1, things are looking up. I've been quiet but lurking. Hope the little	Rocketman	-	5/28/2003
9599	CYTO model sells 500 shares of CELG at 35.50 the current price. A little profit	Vector1	-	5/27/2003
9598	VD's MODEL PORTFOLIO 5/23/03 Change $6870 UP 2.66% Started 4/9/97, $100K	Cytokine1	-	5/24/2003
9597	VD's MODEL PORTFOLIO 5/16/03 Change -$1970 DOWN -0.75% Started 4/9/97, $	Cytokine1	-	5/18/2003
9596	Torben, I think there is no question the FDA is easing. Iressa, Velcade 3 months	Vector1	-	5/14/2003
9595	V1, Any thoughts on Cubist now? No need to mention the price; last you said you	Torben Noerup Nielsen	-	5/14/2003

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