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Biotech / Medical : Biotech vs. Shorts
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To: Vector1 who wrote (162)8/17/1999 1:55:00 PM
From: Pseudo Biologist  Read Replies (1) of 427
 
Re <<OK. Now that we know the arguments can we disprove them?>>

Probably all except one:

SEPR - arrogant management but, is this material? -g-

You also reminded me how much I don't know about several of these companies. What's a "Hurler's race"? Sounds like an Olympic event.

GELX may be worth the old hairy eyeball treatment after the announced merger with SUNP.

I think CELG has finances somewhat under control with their arrangement with John Hancock. Someone may bite on ritalin after all.

INCY: hope those alleged 200 bioinformatics experts (I did not know there were that many in the world) will extract significant value from the data, generic or not. They also need to show their infrastructure can produce first-rate biomedical science. Hype or not, HGS and MLNM have shown the ability to do this again and again.

Thanks again for more nice/nasty one-liners.

PB
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