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Biotech / Medical : Biotech Valuation

CRSP 55.06

-2.9%

3:59 PM EST

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To: scaram(o)uche who wrote (1240)	6/24/2000 5:15:00 PM
From: Miljenko Zuanic	Read Replies (1) of 52153

<<It is a huge mistake to fall into a "ABGX and MEDX are going to be wildly successful" simplification.>> Agree. And ALL what today press have to offer to street investors is genomic and mAbs. No light, no concepts, no insights,... I am not against, but where is other side? However, If I did listen to PB (also JS, but PB was one who give first sign) tips in 98/99 period, I would have 20X return on ABGX/MEDX in no-time. <g> So, as you said balance with bit-heavy on SM is reasonable approach. Miljenko <<I interviewed for the very first V.P. R&D slot at MEDX, and they chose someone else..... :-)>> Whom we should thanks for this? Today, there will no be RH on SI.

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