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Biotech / Medical : T/FIF, a New Plateau
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To: Tomato who wrote (700)10/22/2001 1:27:00 PM
From: scaram(o)uche   of 2243
 
I want safety and leverage in the portfolios. With 50406 looking to be wounded, it appears that multi-program leverage is at least a year off. IMO, the company is sincere..... the HCV program has some breadth. It's also a good sign that the RSV program is moving on to phase II. However, I just thought that it was a good idea to wait, watch, and find opportunity elsewhere.

It may not be a good time to bail from companies with a focus on infectious disease. We'll see.
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