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Biotech / Medical : Biotech Valuation
CRSP 55.11-2.6%Nov 7 9:30 AM EST

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To: Biomaven who wrote (4886)11/6/2001 12:28:50 PM
From: blackmerlin  Read Replies (1) of 52153
 
Peter: Thank you for the clarification & Fidelity information. I think we are not going to see the big short-term leaps in BMY & PFE, for example, as in biotech. But, I still think having a few of these helps and that the large pharma may pick up now. Your view on fund managers is interesting. I would expect that smaller biotech funds with managers with biotech company experience from the technical side or from experience from being on a lot of Biotech Board, or early-stage VC, would do well in picking biotech stocks.

Best regards,
Jake
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