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Biotech / Medical : Biotech Valuation

CRSP 60.07

-3.1%

12:12 PM EST

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To: IRWIN JAMES FRANKEL who wrote (1627)	9/14/2000 5:59:07 PM
From: Biomaven	of 52153

ij, QTRN is a tough one. I have to believe there is long-term value there, but the street's going to remain skeptical until they see something concrete. Probably no great hurry to buy it - I assume it's just going to chug along unless everyone suddenly goes on a "value" kick or they produce some decent numbers. Part of the reason I like them long-term is that they provide an attractive alternative to the pharmas for biotechs that need help marketing. Take a look at their interesting deal with CVTX (which I own too). I'm also a believer that their access to payment data via Healtheon has to be a huge plus in the long run for marketing and for clinical trial recruitment. Speaking of "value" stocks chugging along near their bottom, I recently added to my tiny KOSP holding as well. IGEN continues fairly weak - I assume it's White Rock continuing their liquidation. If GLIA continues its plunge, I'm going to be buying there too. Right now it's all the bigger name stocks that are running. At some point some of the previous paragraph's "dogs" (and stocks like them) have to become more attractive than the high-fliers. I wish I knew where that point was. <g> Peter

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