SI
SI
discoversearch

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 : Biotechnology Value Fund, L.P.

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: scaram(o)uche who wrote (2310)2/28/2001 10:58:59 AM
From: biowaRead Replies (3) of 4974
 
Rick,

I think the comment was that like the summer of 1998, it wasn't clear that the market was prepared to reward sector stocks (especially mid, small and micro cap) for positive clinical news. Have we seen any of them test that yet?

You are right, that a lot of capital was raised last year. So that if the issue is survivability, the markets should be more responsible. Not sure that's all there is to it, though.

That said, IMO if you buy a reasonable basket of small-to-mid cap stocks in this sector (that you've done the due dilly on) for the long-term (1 1/2-3 years) you'll earn in excess of 20% annualized over that period.

biowa
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext