Biotechnology Value Fund, L.P. Message Board

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

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To: scaram(o)uche who wrote (1320)	2/8/2000 3:25:00 PM
From: Pseudo Biologist	Read Replies (2) of 4974

From thestreet.com: ... As for which sector ended up in the winning side of Zeus' scales, look no further than biotech. The Biotech HOLDRs (BBH:Amex - news) have risen 23% since Jan. 3, and 17 of the basket's 20 stocks are up. One trader observed that people who last year were showing off their superficial knowledge of the Internet are now walking around with biotech textbooks under their arms. On current topic: Collagenex? CGPI. Has niche dental product in the market, also sells Merck's VIOXX to the dental sector. Has an angiogenesis inhibitor in cancer trials, though at this stage I would have to assign very little value to the project. Pathogenesis? PGNS. Selling TOBI at annual rate of about $80M, market still growing, other indications possible. Sure, they screwed up, and angered, a lot of people a year or so ago when sales did not quite meet inflated expectations. Time for a second look? Coulter? CLTR. This assumes you enjoy games of luck and guessing -g- PB

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