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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: michael_f_murphy who wrote (7416)1/5/2000 9:59:00 AM
From: scaram(o)uche  Read Replies (3) of 9719
 
Michael:

>> I invite one and all to come and ask the hard questions required for good biotech DD <<

Guess a (not necessarily "the") place to start is patent positions, Europe vs. U.S.

Then one might extend to limitations or potential limitations of procedures at ABGX and MEDX, and how CAT might circumvent them.

The "DD" here at SI is rather good. We have a track record for getting to good stocks early, very early. Furthermore, our portfolios are characterized by a lack of stocks that suddenly implode.

There are contributors here who were or are in the thick of human or humanized MAb technology. If you look carefully, you'll find significant discussion of entire group of stocks that subsequently grew legs and ripped. Don't remember where the best of it was, so, sorry, can't provide pointers.
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