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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: Vector1 who wrote (8567)	1/13/2001 4:07:51 PM
From: rkrw	of 9719

Great commentary. I'd also argue that the pharmaceutical industries small biotech brethren are in better condition to balance the playing field than ever before. 2000 may have resembled a bubble, but unlike internet companies who bled dry, wiping out shareholder capital at rapid speed, biotechs stockpiled cash by the $billions. So biotechs are sitting in a golden age of genetic knowledge coupled with their strongest financial condition ever. Resources not only to develop deep pipelines but the resources to market and earn for shareholders the vast majority of profits as opposed to the old model of outlicensing long shot drugs for 5% royalties that, for the majority, never came. When assessing biotechs, the question used to be "what partnerships have been signed?" Now the question is what haven't they signed away? Biotechs have smartened up and are retaining the majority of their products. This will create huge excess shareholder value with the success stories. If anything the inherent value in well situated biotechs has gone up dramatically. I see this value going up every day. Incidentally, TSCM stock sits at $2.50 per share, down from a high of $70.

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