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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 3:59 PM EST

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To: Jibacoa who wrote (2581)	1/17/2001 12:25:51 AM
From: Scott H. Davis	Read Replies (1) of 52153

Bernard, good TA post, you're probably right about the resistance points. My shares were puchased for a long hold, but trading some in an accumulation mode may be wise. News could provide a large upside. A successful PI on malaria or HIV going to PII would probably get a lot of attention. On the preventative side, the malaria vaccine has gone to PII. HIV is in PI. I thought a third had entered a PI - flu? Not sure. All their preventatives are partnered licensing of their technology, so the pace is slower - don't control their own destiny. The therapeutics are unpartnered and those programs are moving forward more agressively (at least my long term perception) IMSCO Scott

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