Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: LLCF who wrote (874)	8/20/1999 11:05:00 AM
From: scaram(o)uche	Read Replies (1) of 4974

Joe Kernan just showed a MEDI chart. Sort of on topic with the thread at this moment. His comment..... "look at that, look at that". As I've mentioned before, I believe that we should expect more TTP/CBST type moves... albeit perhaps on the back of data. I have been a bit brutal at times scoffing at those who have said: "XYZ is dead money, I'll get in when the products gets approaved [advances in trials, shows efficy, company turns profitable, etc, etc]." It's been frustrating for me too, but you have a new generation of investors that were never exposed to the concept of discounted research premiums. They had been fed dogma from people like KvE for so long that it was the diet staple that was appreciated and ignored. Investors are slowly realizing that a 10% move in the second-tier now adds 200 million to the market cap, and that great mini-caps add 10 million on the same 10%.

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