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Biotech / Medical : Biotech Valuation
CRSP 51.88-0.6%3:15 PM EST
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To: Biomaven who wrote (1651)9/15/2000 11:23:31 PM
From: enervestor  Read Replies (1) of 52153
 
I have been a subscriber to Gilder for about three years and have made more money on his stock picks than anywhere else in the market. Saying that, I doubt that his biotech picks will be anywhere as near as important as his telecosm picks. The main effect will probably be his loyal legions flocking into whatever his analysts choose, rather than any special insight into biotech, seeing what others have missed. The "disruptive technology" premise that he promotes in his Telecosm stocks will be hard to translate to biotech. The idea of disruptive technologies is that most high-tech devices are overengineered and over priced for most users. The disruptive technology is a much cheaper and simpler alternative that can sell to the mass market. Probably the best example is how PC's replaced mainframes for most uses. Most people had neither the space, the need, or the money for a mainframe in their home or small business, but the invention of the PC allowed them access to a technology that served their purposes quite well at a fraction of the cost. The situation in medical stocks is very different though, as the drug approval process is quite different from the high-tech world where anyone can invent something one day and sell it the next. The nearest parallel I can think of to disruptive technology in the medical field is the generics selling off-patent drugs, but I doubt Gilder is going to put out a newletter simply touting generics.
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