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Biotech / Medical : Biotech Valuation
CRSP 57.06-0.5%3:58 PM EST
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To: BulbaMan who wrote (1926)11/2/2000 8:41:50 PM
From: Biomaven  Read Replies (2) of 52153
 
That's a very interesting article, but I doubt if this would ever be viewed as the Big Event. A RA "cure" or someone demonstrating a dramatic cancer treatment in humans (rather than mice) is much more likely to strike a chord, IMO. Another possibility is something like a successful gene therapy for a "well known" disease like hemophilia or sickle cell, or a dramatic event like making Christopher Reeves walk again.

The other, less dramatic but perhaps more likely scenario, is a steady drumbeat of new drugs from the biotechs. At some point you will start getting articles about the "new biotech revolution."

Peter

Peter
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