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Biotech / Medical : Trickle Portfolio

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To: tuck who wrote (968)	12/21/2001 12:11:15 PM
From: keokalani'nui	Read Replies (2) of 1784

Cool. A frustrating risk for BT lovers is ARE is tied tightly to the mall/appartment/office/hotel real estate markets and the fixed income market. And, relative to the other REITs, it trades at a substantial premium. Loss of liquidity in the REIT investment vehicles would have an adverse effect on ARE without a change in its fundamentals. Up and over here, demand for lab space is quite high--zymo, icos, ISB, Hutch, imnx. Might that change with amgn coming to town, no matter their assurances at the moment about the new headquarters? Speaking of which, if they do complete the imnx $750m waterfront expansion we will know that the cfo learned at lot at Disney. So far, it does indeed appear amgn's new management is creating a new magic kingdom. Wilder

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