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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: scaram(o)uche who wrote (7423)1/5/2000 11:12:00 PM
From: michael_f_murphy  Read Replies (1) of 9719
 
>>Thought you needed guidance on how to do biotech DD? I gave you some. You busy?

Learning how to use/search Medline, and U.S. and European patent information. Bit of a struggle right now, as I am not conversant the systems or with biochemistry. Plugging away. Can't even get the !@#$ NIH computers to complete a download of the users manual. EDGAR is a piece of cake by comparison. But if it were easy ...

IMO, knowing something about CEO is important for DD, biotech or not. Just asking.

Nobel laurates as advisors do not necessarily make for good businesses, as we know. However, I have talked to people who are truly impressed with Sir Aaron Klug, prize for Chemistry 1982, and later doing "zinc fingers" research, as a person who could really make one do "big" science. But picking the right targets is also a business decision. I still don't have a feel for what they have done and are doing. As I said, plugging away ....

Thanks.
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