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Biotech / Medical : Biotech Valuation
CRSP 51.22+2.1%Nov 24 3:59 PM EST

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To: Biomaven who wrote (1791)10/4/2000 11:03:32 PM
From: scaram(o)uche  Read Replies (1) of 52153
 
johnsto:

I'm using the Axiom (Biacore) element of KDUS as a trickle down prayer. But, mostly, I've been focused on NBSC. It is so undervalued (IMO) it's (IMO) silly, but the trouble is that management -- the CEO and CFO -- seem to believe that it's priced correctly. The CEO gets the "Tacky Insider Sale of 2000" trophy (3/8/00).

Both of them are Roach Motels, which I rarely shun like other, smart, people.

tuck is trying (I think) to put together a portfolio here......

Message 14513583

I've purchased just a tad of MDZ, and bought and sold MDCC since the concept came up. PBSC has come back about 40%. Tom has suggested looking at MIL, and it was 12% on the day. He also suggests buying MIL(X), where X is whatever key you feel like hitting.

<g>

There have been other suggestions in the T/FIF thread. It's been a loosely organized effort to date.

Rick
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