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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (84215)10/14/2000 7:04:29 PM
From: Spekulatius  Read Replies (1) of 132070
 
The market downturn has deflated many good companies to a bargain level again. I love the biotechs and think that they might appreciate when the wreckage is over.
I bought back VASO and SANG and bought INCY and DRMD for the first time. DRMD looks very cheap at a bit more than 5$.
Even though they get only 20% from the Cenestin earnings, they were able make a turnaround last quarter. The real dough will kick in when Solvay has recouped its launch costs and 80% will go to DRMD.
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