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Biotech / Medical : Biotech Valuation
CRSP 52.07-0.2%12:36 PM EST

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To: harmonaronson who wrote (1741)9/28/2000 4:18:51 PM
From: nigel bates  Read Replies (1) of 52153
 
Harmon,

..in addition to previous comments, PEB isn't really a biotech. Personally (FWIW), I'd cross it off the list.

You might also like to consider a fund. I don't have much knowledge of the US ones (anyone?), but in the UK, 3i Bioscience (TBS.L) has a pretty decent portfolio, and trades around book value at the moment. As a nice kicker, its unquoted holdings are (under)valued at cost.

nig
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