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Pastimes : son of T/FIF

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To: scaram(o)uche who wrote (405)1/6/2000 8:47:00 AM
From: biowa  Read Replies (1) of 673
 
Rick,

Agree that with your goals for "2000" BPUR is not a good fit. Upside is huge, but it is a one-trick pony (actually the pony can do lots, lets call it a one-pony stable); and though they have the veterinary version already approved and selling, it is frankly all clinical/regulatory risk. Do look at it for your PP.

I've seen some encouraging signs, however, that some of the dot com money is looking for undervalued biotechs

You'll enjoy this from the top ten surprises for 2000, as published by a strategist at MSDW:

The Internet will meet its Waterloo... then later on ...biotechnology breakthroughs will extend the life expectancy for those under 40 in developed economies by two years...

biowa
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