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Biotech / Medical : Biotech Valuation
CRSP 56.00+8.5%Dec 3 3:59 PM EST
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To: Biomaven who wrote (1612)9/13/2000 11:49:01 AM
From: rkrw  Read Replies (1) of 52153
 
I subscribe to Gilder.
I'd classify his style as top down analysis. He predicts paradigm like shifts in technology and then selects sector leaders based on his predicted shifts. He doesn't worry at all about price, pe ratio's, etc.

I'd guess he'll take the big picture of biotech, break it down into subsectors and pluck out the leaders. Ala hgsi, mlnm, cra, incy, affx, lexg, abgx etc etc etc.
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