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Biotech / Medical : Biotech vs. Shorts
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To: Biomaven who wrote (99)8/4/1999 12:17:00 AM
From: Mark L.  Read Replies (2) of 427
 
Thank you.

I'd be curious as to why you don't think ENMD is a good "extended-period" short. I think your comments here would strike at the heart of what a good thinking-man's approach to biotech might be. In other words, the issue is not "could something come along which would validate a price?", but "what is a fair price to discount the risks inherent in Phase trials?"

Also, this is the second time you mentioned that you felt that Asensio shorts have too much misinformation floating around. I'd be interested in a clarification of this. It is my impression that actually with Asensio shorts there is an enormous amount of information; it's just that much of it is conflicting. But isn't that a good thing?--you can sort out what you agree with.

Bottom line I guess is that if you are looking for wildly overpriced shortable junk, I think you are better off looking among the dot.coms than the biotechs.

That's like saying a woman isn't attractive just because she doesn't look like Kim Basinger.
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