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Biotech / Medical : Biotechnology Value Fund, L.P.
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To: John Metcalf who wrote (2309)2/27/2001 12:31:09 AM
From: scaram(o)ucheRead Replies (1) of 4974
 
>> where else could the high-return-oriented investor go? <<

I don't know, but there's no place better than the sector which will lead for at least the next two decades.

>> though still down a quarter from their annual high. <<

That's "Amgen weighted".

;-)

Small caps have been killed, to heck with a quarter off. A friend was commenting that this felt like summer 1998. I replied "yeah, but the sector was washed in liquidity in the interim".

The sector raised $31 billion in capital last year. Small caps with great projects..... that's where one should look, IMO. Millennium coughed up $900M for LeukoSite in '99. It seemed absurd at the time, but look at what happened when Levin et al. made it fit.
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