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Biotech / Medical : Biotech Valuation
CRSP 52.18-2.5%3:59 PM EST

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To: Biomaven who started this subject9/16/2000 8:44:11 PM
From: enervestor  Read Replies (1) of 52153
 
Peter, I noticed your message about owniing some QTRN. I don't own any of the CRO's, but have been thinking they could be compelling investments. They have been ignored in the biotech run-up and most are still extremely cheap. I suppose they are still reflecting the money problems of the biotech industry of the past several of years. Looking at them as an outside investor, it would seem the now cash-flush biotechs would be flowing money to them now, but their stock prices don't reflect that happening. Does anyone on this thread know if they are being left out or just overlooked? What is the timeline from biotechs cashing in on secondaries and the money flowing to the CRO's? Thanks to anyone who can shed some light on these questions.
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