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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: dalroi who wrote (778)7/1/1999 9:48:00 PM
From: scaram(o)ucheRead Replies (1) of 4974
 
Dalroi:

'95 was a very good year. It was a year where a dartboard portfolio in the sector would have made heads spin. The trouble was, the sector wasn't really deserving of a good year yet..... not enough good products, not enough maturity, bad analysts and managers, etc.

However, for the "good that stayed good", see a five year chart for Agouron.

Yes, I've heard Pharming talk at a couple of H&Q Healthcare conferences. Always sounded good to me, but the market cap always seemed very high relative to Genzyme Transgenics. A very impressive effort, IMO, however.

Thanks for the "kudos" (compliments).

Rick
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