Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 56.38

-9.0%

Nov 4 3:59 PM EST

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To: IRWIN JAMES FRANKEL who wrote (3160)	3/21/2001 9:55:20 AM
From: Biomaven	Read Replies (1) of 52153

Thanks, IJ - a very useful table. I'm surprised to see that CRA is trading near cash - I've never held them, so haven't followed them that closely. I must say that for the first time in a year-and-a-half I see compelling biotech valuations based on fundamentals. We still might have some rough times ahead in the short-term (in particular there is still likely to be some selling for tax payments next month from those who had big gains last year - note that mutual fund capital gain distributions in 2000 were a record). Recently, I've been adding to my holdings in ITMN and CVTX and even added a little MLNM. Here are my dozen largest current holdings by size: SEPR :( IGEN MLNM BGEN CVTX SCIO ITMN OSIP HGSI NBIX VRTX KOSP Peter

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