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Biotech / Medical : Biotech Valuation
CRSP 53.24-3.7%12:01 PM EST
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To: Biomaven who wrote (4262)7/9/2001 1:59:21 PM
From: Biomaven  Read Replies (2) of 52153
 
Here's an interesting perspective of the "long view" in trends:

fastcompany.com

I have no idea if Cass's "cycles" have any predictive value or are actually simply after-the-event data dredging, but I do agree with him on the issue of the need to focus on the stable long-term trends when making investment decisions.

Here's a post I just made on Bill Wexler's Dog thread, (where I've been engaging in some discussion mostly with biotech sketics) that alludes to one of the long-term trends that I see in biotech valuation:

Message 16048354

Peter
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