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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio
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To: double-plus-good who wrote (246)7/10/2001 1:40:15 PM
From: tuck  Read Replies (1) of 1005
 
++good,

Thanks for your kind words. It is my take that, contrary to a popular tenet of biotech investing, it is currently a bad idea to invest in late stage biotech companies. Chiefly for the reasons just noted on Peter's Valuation thread: the FDA is an intermediate term negative for the industry. Thus the earlier stage companies that tend to be in BLUE HP are perhaps safer bets than usual. I also think that tool companies will eventually outperform the late stage biotechs over that time period, on the theory that the life sciences capex slowdown will be over long before the FDA gets its act together. My humble opinion.

I am glad you and apparently some others are getting some value out of this thread. Feel free to share your thoughts on what made you go along or not with this or that trade.

Cheers, Tuck
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