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Biotech / Medical
T/FIF, a New Plateau
An SI Board Since February 2000
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Emcee:  scaram(o)uche Type:  Unmoderated
The original "T/FIF portfolio" was founded to defeat sector negativism and "biotechs go down in the summer"-like arrogance. When that objective was soundly in hand and as biotech was coming back to life, the "son of T/FIF" thread was launched. Mike and Dave volunteered to take the effort forward, and the "rally ride" was documented like no other, to my knowledge, has been documented.

Thanks, Dave and Mike!

Four portfolios are still being actively monitored. They are just plain kicking butt. I hope that their progress will be monitored here. I also hope that we'll have volunteers to take some new portfolios forward into this new era of sector liquidity.

MZ, Larry, Marc, biowa and others who I have omitted..... as we pivoted into '99 on the recommendations of V1/Silverman/Suzman, it would be great to head into 2000 on the basis of your mid- to long-term picks. BTW.... please note that the "performers" for '98 also seem to have had great '99s.

As always, we will focus on stock-picking. Some "new era" capitalizations are now backed by lotsa cash. Some are not. Portfolios that are rich in "shorts", where the science is questionable and cash is limiting, may provide exceptional return.

Many know that biotech was being manipulated as a "pharm league". If this influx of liquidity continues, there is going to be a very quick and sharp reordering of business.

It's therefore time to start a new thread. Stock picking for the new world of "big-science liquidity, big-science capitalization". We've talked about it, with great anticipation, in the BVF thread. It's here.


links to the porfolios that are actively monitored, 4/8/03:


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2243>> just seems wrong -g-! << Chuckle. Very. Get some sun. Cheers!scaram(o)uche-8/4/2004
2242OT: Rick, I have been successfully using the following quote to calm political Extra Pale-8/4/2004
2241** thread still closed **scaram(o)uche-4/27/2004
2240<i>something to brag about? </i> Full disclosure ? <g>nigel bates-1/12/2004
2239sounds good to some, probably, first blush. wonderful concept, difficult to do.scaram(o)uche-1/12/2004
2238Generex Reports on Novel Mechanism for Immunotherapy Cure of Prostate Cancer Monnigel bates-1/12/2004
2237**** THREAD CLOSED ****scaram(o)uche-10/22/2003
2236masochists meet here...... Subject 54349scaram(o)uche-10/22/2003
2235next closing post, portfolio "2000".......... performance as shown isscaram(o)uche-10/22/2003
2234first closing post, portfolio "2001"...... Correct as shown (below), scaram(o)uche-10/22/2003
2233That's right, put the pressure on me!!.... "respond immediately, or nscaram(o)uche-10/22/2003
2232Time to have a crack at trading XNVA again ? Odd snippets of news coming out (enigel bates-10/20/2003
2231emphasis mine. damn, that's an old collaborative project! ;-) Boston Lifescaram(o)uche-10/16/2003
2230>> and just for fun << sheesh! not in the mood for that...... hscaram(o)uche-10/15/2003
2229Monsters... one from the UK: Alizyme (AZM.L) (edit) ..andnigel bates-10/15/2003
2228(never mind, deleted)scaram(o)uche-10/10/2003
2227Interesting feel to today..... most mid- and small-caps slightly under perforscaram(o)uche-10/10/2003
2226geeeeze, stubborn.......... Repligen Files Appeal to District Court Decision inscaram(o)uche-10/7/2003
2225Another big day for the sector. That little burp, where stuff with success builscaram(o)uche-10/2/2003
2224Thanks, Bob! (eom)scaram(o)uche-9/26/2003
2223<i>Short sellers profit when stock prices decline because they can replacetom pope-9/25/2003
2222Link to an article re the SEC and naked short selling: investrend.comThe Dodgy Ticker-9/25/2003
2221>> I remember, just post 9-11, a statement attributed to Al Qaeda. Very poscaram(o)uche-9/25/2003
2220>> Still not time to sell. << Rather nice timing to make a "stscaram(o)uche-9/23/2003
2219<I>"I will indeed let Allan say when to sell here" Just what IAllan Harris-9/22/2003
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