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Biotech / Medical : Biotech Valuation
CRSP 57.02-0.6%3:59 PM EST

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To: Biomaven who wrote (6261)5/5/2002 7:58:55 AM
From: Elmer  Read Replies (2) of 52153
 
Peter & IJ,

I think we will start to see these stocks recover shortly (hope springs eternal). If they do, which of two categories of stocks do you believe will outperform the most? Those that have been comparatively strong in the face of this "biotech perfect storm" like SCIO, GILD or IGEN or those that have lost the most in percentage terms such as SEPR, PDLI and IMCL. Any thoughts on how to play the coming recovery will be appreciated.
Regards,
David
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