T/FIF, a New Plateau Message Board

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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote ()	2/29/2000 8:54:00 PM
From: scaram(o)uche	Read Replies (5) of 2243

I was just reviewing the quote list that I get every evening in email. I saw one company that has done a 5X, on no news, in recent days. It is now sitting on a capitalization of 1.8B. This company is known for great science. It is, however, (1) not a "platform" company and (2) relatively devoid of product candidates. I saw another company that has nothing. Nada....... no platform that even has a prayer, and no potential product. Its capitalization is $150M. One year ago, the total capitalization of BTRN was about $15M. Sibia Neurosciences was purchased by Merck for $80 million. Times have changed, but companies that have squat are still worth squat. There is tons of money to be made short. OTOH, there are still companies out there that, IMO, are undervalued on any basis.

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