Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 57.37

+0.9%

Dec 8 3:59 PM EST

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To: schzammm who wrote (4584)	8/31/2001 10:02:29 AM
From: Biomaven	Read Replies (3) of 52153

<converts> Yes, people should definitely not overlook the many convertible bonds in biotechs. I suspect there really are some interesting plays - I've just never had the discipline to sit down and analyze them all. Of course analysis isn't easy - in some companies (like VPHM) you have to worry about the credit risk if their drugs flame out. Sometimes a long convertible/short stock position provides a great investment, but again analysis is tricky. But difficult analysis often makes for good investments. (Soros has a stake in VPHM, so I assume that if there were any real tempting offers on the table in that convert he would have gobbled them up). Peter

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