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Biotech / Medical : Biotech for less than a buck.

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To: nigel bates who wrote (541)	5/7/2000 10:45:00 PM
From: RWReeves	Read Replies (2) of 743

Actually, this kind of hype is pretty pathetic. Aimed squarely at un-sophisticated investors (i.e those that haven't hit a speedbump on the Phase I/II/III NDA/PMA highway). So I'm holding on to my vivie. Like to throw out two interesting LT10B situations. Both IMO long term plays BLUD gaining revenues and earnings in a diagnostics company just looking to get 'et. Down from the teens earlier this year Actual non-infinite P/E, novel idea that may be. KNDL, my favorite CRO, beat up last week on earnings disappointments but has growing order backlog and is one of the more professional CRO's IMO. I'd point folks toward CRO's in general- some interesting plays forming up in pharmacogenomics, pharmacoeconomics and pharamcoinformatics. Long term stuff, may not see dotcom flights anytime soon but may have the potential to outperform the market. Disclosure: I own a lot of VVUS, and a very little KNDL and BLUD. And sorry I don't know anything about BIOHF.

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