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Biotech / Medical : Biotech vs. Shorts
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To: Biotech Jim who wrote (376)2/26/2000 1:37:00 PM
From: scaram(o)uche  Read Replies (1) of 427
 
BioJim:

>> There still remains lots of capital to come into this sector. <<

These valuations are very much being backfilled..... not to the 10-20X that some stocks are sporting, but to a degree that just couldn't have been expected. The INCY offering last week convinced me to reverse course and throw some bucks at the "relatively undervalued".

This is great. From left for dead, Summer '98, to this.

>> I hear that the investment bankers are really doing a push now for secondaries. They have a lot of $ lined up. <<

I tried to comment during and after this year's H&Q. Dot Coms had been assigned to the Grand Ballroom, and it was often nearly empty. One could not squeeze into most biotech presentations. At the same time, a major theme emerged..... "the morphing of the bioinvestors into venture investors.
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