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Biotech / Medical : Biotech Valuation
CRSP 53.33-0.4%Nov 26 3:59 PM EST
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To: Biomaven who started this subject9/14/2000 10:01:12 PM
From: greedsgd_2000  Read Replies (3) of 52153
 
EXPECT FOCUS ON FINDING "DISRUPTIVE BIOTECHS" - with biotechs I do expect a pre-emptive "Gilder Effect" on the entire biotech sector in coming months - as more and more readers of his TELECOSM reports (particulary fund managers) start to focus on biotechs.

So far, thinking in Gilder terms, I would list NMPS with its ultra-early colon and breast cancer markers as having a major potentially disruptive effect on that entire industry - should the technology prove successful.
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