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

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To: scaram(o)uche who wrote (965)10/1/1999 12:13:00 PM
From: BiomavenRead Replies (1) of 4974
 
Rick,

I'm also an NPSP fan - it's not a "7" in your terms, but it's more than a smidge, not having the extreme risk associated with stocks like CTII and RGEN. Stock certainly hasn't done much to date, as AMGN ambles along with the calcimimetic trials.

I think trying to pick 50-100X stocks is a poor investment strategy in biotechland. It mostly means you are investing in pico-caps that have a distant shot at a big indication. My own view is that you should shoot for the 5-10x stocks.

However if you are going to make us play the 50-100X game, then GZMO probably has as good a shot as anyone.

Peter
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