Biotechnology Value Fund, L.P. Message Board

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

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To: SFW who wrote (1480)	2/28/2000 2:08:00 PM
From: scaram(o)uche	Read Replies (1) of 4974

Abed: I've looked at them a few times over the years. They've been around for awhile. They take patents very seriously. I don't know anything about biotech and petroleum, but it certainly seems, to me, that catalysis for detoxification would have a nice future. Just took a look at Yahoo. Book is solidly negative. Sure, they speak the same language as MAXY. However, that point was made big-time a couple of weeks ago, the stock has soared 20X, and lots of companies apply recombinant procedures and exon shuffling to catalysis. One would need to look very carefully at ENBC specifics, as there doesn't seem to be any padding south. Rick

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