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Biotech / Medical : Biotech Valuation

CRSP 56.68

-2.4%

Dec 12 9:30 AM EST

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To: Biomaven who started this subject	4/8/2001 2:35:56 PM
From: tuck	Read Replies (1) of 52153

BioCentury lets the public read articles rotated out of the archives for free, but it changes every week. This week, of the two articles they choose, one concerns the return of the product company at a time when biotech was emerging from a long nuclear winter -- January '98. The parallels between that time and this time in biotech seem pronounced to me: fundamentals were getting better, yet the sector had just suffered a severe depression in market cap. Mark Lampert was buying IMGN for the BVF for less than a buck. Is the market again "offering to do anything stupid?" biocentury.com I think Ms. Greetham's point about the length of the typical launch these days is worth examining. But first to understand it: anybody know what "P&P committees" are? Are they related to approval for reimbursement by major insurers, perhaps? Cheers, Tuck

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