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Biotech / Medical : Biotech Valuation

CRSP 58.08

+0.9%

Dec 11 3:59 PM EST

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To: Jibacoa who wrote (4476)	8/15/2001 12:27:15 PM
From: Biomaven	Read Replies (1) of 52153

Couple of interesting articles in TSC today. First, and most dramatic, a pretty vicious attack on BPUR: thestreet.com Hard to know where the truth lies on this one. It's a pretty slanted article, but that doesn't mean its underlying claims are necessarily untrue. The other article is something of a pharma/biotech comparison by a ML fund manager: thestreet.com He likes biotech (which for him seems to mean AMGN/DNA) better than pharma right now. He doesn't exactly inspire confidence with his comment that "In biotech, the companies are moving rapidly toward commercialization of new products through the sequencing of the [human] genome." Peter

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