Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: biowa who wrote (378)	2/26/2000 4:16:00 PM
From: scaram(o)uche	Read Replies (1) of 427

Chuckle. I have a perspective on that. H&Q went with dot coms, and looked weak in bio this winter. Other underwriters are taking home a larger chunk of the pot. Robbie Stephens..... never heard a discouraging word from M. King. The discouraging word came from Freudenthal, who is gone...... Subject 22340 So..... sharing the stage with Alex Casden (Dreyfus) and John Park (Wanger). Park indicated that they were currently overweighted on the "service side" (context of healthcare, not biotech) and that, if you want VC-like returns for biotech, you should "get in when the market hates them". That is, Park scores a 4 on a scale of 1 to 4. Casden was also focused on bargains and science, and specifically mentioned CRGN. That is, Casden scores a 4 on a scale of 1 to 4. Message 7322757 Guess lots of them got it correct. Thank Rathman!

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