Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: Biomaven who wrote (151)	8/16/1999 6:58:00 PM
From: Pseudo Biologist	Read Replies (3) of 427

Wow, this is great stuff. Let me take a "devil's advocate" one-liner short shot at your list just for fun: <<Out of the latter if you picked a 15 stock portfolio of: VRTX - PI does not sell much. Co is too academic GELX - know nothing about this one ALKS - overvalued? CLTR - Rituxan will eat its lunch. Who needs a murine radiolabeled Ab if simple chimeric molecule works just as well? NPSP - know nothing about this one either AVIR - live virus too dangerous, will never be approved ALGO - know nothing about this one CELG - thalidomide will stay as small niche drug. Other stuff too early stage. Chiral ritalin not enough benefit (see SEPR) ELN - accountants are crooks. AD's stuff too early stage. Got taken by Neurex's scam. TKTX - overvalued and Amgen will crush them in court GENZ - niche diseases, complicated share structure with all those tracking baby genzymes cover up for scam SEPR - seldane/allegra case was one in a million; all other ICEs will not show enough of a benefit. FDA has tied their hands to push Xopenex; given that, how can they ever compete with generics? Repeat for every other drug in their pipeline. INCY - no science, no leverage, generic stuff; make money soon or else. HGSI's and MLNM's business plans proven superior. Pretty superficial but probably more substantial than recent stuff from TSC -g- P(S)B

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