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

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To: rexnine who wrote (1319)2/8/2000 2:50:00 PM
From: scaram(o)ucheRead Replies (5) of 4974
 
Rex:

As you may know, there are tons of good scientist-investors and other knowledgeable biofreaks here at SI. So, just throwing out ideas for consideration.....

>> And the big question, what's undervalued on a fundamental basis besides KDUS? <<

GLIA, as a discussion point. NBIX and NRGN, too?

>> Besides GZMO what else do you consider currently undervalued on a relative basis? <<

GENXY, as a discussion point. SEPR, VRTX, OSIP, and MCDE, too?

This subject is wide open for the thread, and has been for some time. I won't criticize any suggestions, given that we're in BioMania, but I may make a list which excludes some. Well.... no, I won't criticize any suggestions other than the absurd..... no CRGN, HYSQ, etc., please.

Thanks for asking.

Rick
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