Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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To: cyberman who wrote (8)	1/9/2001 11:27:58 PM
From: seminole	Read Replies (1) of 897

Congrats on making the Hot Subjects List (with nine post too?) Must have been a slow day. Biotech shorts will win big in 2001? Maybe but not for these reasons, IMO. 1) H&Q conference; I think investment ideas are presented at this conference but nobody is on the phone during the presentations. Wait a month or two before thinking H&Q conference is a bust. Also there are many other research conferences where research and drug results are presented. 2) The sector ran up to much. Yes, but now it has run down. This reason is a little late. 3) The economy is not in great shape. Yes, but bad economies hurt earnings not clinical trials. Biotechs have preformed better than most other sectors during economic downturns. 4) Momentum money is leaving the sector. It may have already gone. Don't you want to short when people who don't understand the science are bidding up prices. They are gone. IMO, the pe is the last thing I consider with biotechs. Cash and burn rates are where to look for shorts. I would like to find a short to hedge other biotech positions. Good Luck

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