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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: Miljenko Zuanic who wrote (1443)2/21/2000 9:27:00 PM
From: LLCFRead Replies (1) of 4974
 
My 2 cents:

<1. Where is confidence, and why strong conservative sentiment for recent rally?>

Because I believe [based on observation of rally] that there is money thrown at sector with only some regard to potential. Therefore, when selling occurs I believe it will happen the same way, and although in the long run good stocks will prevail and outperform, over the next year or two that won't necessarily be the case. Mr. Market will sell the same way he is buying. Not to say that long term investors should sell... saying when correction comes, few will be spared.

<2. Why many compare bios rally with high technology (micro-electronic and internet) past performance?>

I believe Mr. market knows even less in biotech... in tech the 'gems' perform such. In biotech I don't believe this will be so prevalent.

<3. Are momentum player for sure significant contributory factor here?>

Yes.

<Point is that, regardless of the disproportion in stock price rise for sub-sectors stocks, sector as a whole has a long way to go, just IMO. >

Agree with the caveat that in biotech, lack of sales will result in tremendous buying opps in downturns.... when is downturn?? Who knows, looks like we may be sidestepping this current one? Bio's looked good in the face of late last week... perhaps a real test this week.

DAK

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