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Biotech / Medical : Biotech Valuation

CRSP 58.15

+5.4%

3:59 PM EST

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To: scaram(o)uche who wrote (10703)	2/28/2004 12:40:52 PM
From: scaram(o)uche	of 52153

siRNA.... a collection of reborn companies (crap that is floating..... CytRx, the Colorado pile.... forget the name, etc.) and reagents companies that see an op in running thru the IPO window carrying the banner of "latest, greatest". There are companies that try to make incremental contributions to medicine, and then there are science projects. Biotech investing is 10% about avoiding the science projects, and 90% knowing them and their traders.

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