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Biotech / Medical : Tularik Inc. (TLRK)

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To: Elmer who wrote (258)	6/27/2002 12:50:18 PM
From: scaram(o)uche	Read Replies (1) of 598

>> IYO, at current prices, is this a no brainer? << nope. a good basket of companies is a no-brainer at times like this, where research premiums are considered crap. most biotechs will fail to thrive, and the best predictive preclinical studies don't tell you what's going to happen in humans. while I consider companies that are discounted to cash and which are also in possession of strong IP to be occasional "no-brainer" material, the window even closes there. but I'm not willing to call any component of a basket a NB.

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