Biotech Valuation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation

CRSP 55.28

+5.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (2422)	12/29/2000 8:17:51 PM
From: Scott H. Davis	Read Replies (2) of 52153

Good point, so obviously cash is only one of many factors to consider. Admittedly a lot easier to focus on than research, technology platforms, mamagement effectiveness, competing clinical programs, the presuppositional thinking of the FDA pannels... One way we could look at if this is a valid variable to consider, perhaps only because a lot of money adheres to this element of conventonal wisdom would be to track 10 companies with good science & programs with lots of cash vs 10 cash pressed & track for 2 years. The cash poor with good science may turn out fine as an investment vehicle over an intermediate term if they are bought out Would a pool of 10 each be sufficient? Thoughts? Scott FYI Rick, I picked some NBIX today after all. While the thoughts on the SEPR thread will probably still be a good idea, my objective was to buy at the end of tax seling season & did not think I had time for a realistic dialogue there during a high vacation week. Have an open order for REGN at 32 that may not fill (margin). Will look into your issues tho before adding. Need to set up an IRA for my wife. One of these days this airhead will actually remember. I've covered by a 401k so I can't get an IRA deduction.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next