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Biotech / Medical : Biotech Valuation
CRSP 57.12+0.4%12:25 PM EST
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To: russwinter who wrote (6270)5/6/2002 9:59:12 AM
From: Biomaven  Read Replies (2) of 52153
 
russwinter,

Yes I agree with your overall view, if not all your choices. And I agree that real option theory is a good way to look at biotechs.

Of those you list, at these prices I like IMGN, ISIS (a stock I've been skeptical about in the past), IDEV (this is the old IPIC), ELN, HGSI and CRGN. I own most of these.

I'm neutral on ICOS. Don't like the CRXA pipe but have no understanding of what went wrong with Bexxar. MAXM was quite deceptive with investors. I don't follow AVAN or MDCO.

Peter
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