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Biotech / Medical : Biotech Valuation
CRSP 52.93-4.2%2:08 PM EST

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To: Biomaven who wrote (453)12/21/1999 10:26:00 PM
From: Larry Liebman  Read Replies (1) of 52153
 
Looking at biotechs left at the altar. Have been tempted by BCHE. However, my experience with bio-frustration issues like ISIP and LGND, have led me away from issues that are perennial wallflowers. On the other hand, BCHE is profitable and....I continue to hold out great expectation for BTRN, which appears to have a role in the appreciation of MEDI, and truly is a micro-cap. Likewise, VRTX will probably ascend on some take-out rumors. Any other ideas I should be doing some DD over?

P.S. I continue to look over at AXPH. I just have a lack of confidence in management regarding the manner in which they squandered SQNA!
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