Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (2322)	3/2/2001 1:13:19 AM
From: Miljenko Zuanic	Read Replies (1) of 4974

<<A major clinical success will ALWAYS lead to a responsive stock. If we have twenty in the next three years, we'll have twenty investment success stories.>> Yes. Yes,... and Yes. Last example is CTIC, and maybe SCIO will be. VPHM have good chance? But, magnitude of the responsiveness will depend on overall comps business franchise, as hope that event may repeat one day. I am aware of discussion theme. Today times (sector decline) is not comparable with Oct. '98. Sector will emerge as market leader, in near future. Sector is mature, but it may need next quantum step. It needs catalyst. At this time I do not foresee mayor clinical success stories (few very good results), so it better be something else. Miljenko PS: After 16 months out I re-enter borrowing in my margin account. It does remind me on ’98.

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