Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 54.46

+5.6%

1:50 PM EST

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To: harmonaronson who wrote (1741)	9/28/2000 1:03:25 PM
From: Biomaven	of 52153

harmon, I agree with wilder that 5 stocks may not be enough in biotech. I can't really argue with your list, although CRA remains pretty unclear to me and AFFX seems to be beset by threats of new competition (although it's very hard to judge how real the threats are). I would definitely also consider SEPR and maybe some lower tiers as well - wilder's ALXN and NBIX (both of which are significant holdings for me) are also interesting places to look. VRTX is another good candidate in the same style as your list. None of these stocks are particularly cheap any more. For cheap, you definitely have to drop a tier or two. Peter

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