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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: AllansAlias who wrote (18273)9/14/2000 12:09:01 PM
From: LLCF  Read Replies (1) of 436258
 
< biotech. Perhaps it gets the full blown mania treatment now. Just a thought.>

Believe me biotech is on the front page of the full blown media mania... if you remember early this year we had some really wacky stuff, and it's not going to go away. There are several facts that are lost on the bears:

1.) As of one year ago, the market cap of Merk [MRK] was larger than the whole biotech universe.
2.) A year ago you could buy a whole host of biotechs for their cash in the bank!

Message 10126792

3.) Drug approvals over the next several years by biotech firms are expected to be larger than total approvals over the past decade or longer... mostly by big pharma.
4.) Billions of dollars of research has been done and paid for yielding more billions worth of IP on the books @ nada... of course you have to know where to look.
5.) The sector is very difficult to understand, so news items are often mis-understood, as are companies... so hype can prevail over good science for a period of time.
6.) Big pharma's pipelines are s*&t compared to biotech, and they'll have to buy companies in the future to keep up.
7.) Conventional {PE type} analysis doesn't work, approval of a drug can turn a money losing operation into billions in market cap and hundreds of millions in earnings. Investing in biotech is playing the odds.

In short... shorting a biotech without DD is very dangerous, I can recommend the best research available anywhere on the planet [IMO] right here:

Subject 14492

Disclaimer.... I still own quite a bit of biotech equity.

DAK
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