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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (2146)	8/25/1997 5:37:00 PM
From: biowa	of 9719

V1, >>I also think that GLFD is significanly undervalued.<< No problem w/ this or your reasons for considering adding GLFD to the portfolio, in fact I agree. My skepticism is with (1) whether this really reflects a sea change in the sector and (2) with viewing AMGN as a validation or valuation marker. AMGN is still a biotech, one that hasn't had a hit since Epo and Neupo, and one that spent handsomely for leptin and Regneron's neuroscience. I'll feel alot better when I start seeing these kinds of valuations being paid by traditional large pharmas. <sorry for the break, I'm finishing where I left off last Monday> I remember a couple of years ago, after the pharma giants each completed picking up their first biotech acquisitions, that the new investment was going to come from mid-size European pharmas b/c otherwise they were going to get squeezed out by the big dogs and their research machines. IMO, it never really materialized and while I see the logic driven by expiring patents, I'm waiting to hear more gunfire before I believe that big pharma is going open season on biotechs. For what it's worth, biowa

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