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Biotech / Medical : Biotech Valuation

CRSP 53.33

-0.4%

Nov 26 3:59 PM EST

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To: IRWIN JAMES FRANKEL who wrote (1648)	9/15/2000 9:30:19 PM
From: Biomaven	Read Replies (1) of 52153

IJ, I follow PCYC fairly closely because they used to be one of my biggest holdings until I bailed when the paper came out questioning their pre-clinical results. I'm a great believer in the big basket theory of biotech investing. (Or more accurately, SEPR plus a big basket. <g>)It's a very different style from say Rick, who concentrates on a few stocks and watches them very closely indeed. I mostly try to play "buy and forget" and try to resist the temptation to trade them. (A similar style to the VD portfolio, although with more stocks). It does mean I own stocks (in small amounts) that I don't follow very closely, or I follow mainly second-hand (piggy back on the judgment of someone I trust). Maxim is just such a stock. I own a little bought back in May, mainly just following Biowa. I guess I've always been a little queasy about Maxamine, as to my mind the explanation of why it works has always been fuzzy. There was also some subset analysis in their melanoma data, which is always worrying, and may produce some problems at the FDA. However their data is pretty convincing overall. Peter

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