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Biotech / Medical : Biotech Valuation

CRSP 56.98

+1.1%

Nov 5 3:59 PM EST

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To: Biomaven who wrote (7677)	1/8/2003 4:24:11 PM
From: keokalani'nui	Read Replies (2) of 52153

Anyone who has time might listen to the keynote speech at JPMHnQ, by the Harvard Business School Professor. He gives a very interesting conceptual framework for looking at why technology leaders fall (not why they fail to recognize disrupting technology, but why they fail to embrace and succeed with it) from prominence. At the end he speaks about the healthcare industry in which his model does a better job in helping one identify what may be a disruptive business model (and thus one of great growth). His assumption for there ever being reform is based on returning purchasing decisions to the consumer, so I'm not sure how much 'disruptive technology' he expects imminently in healthcare. I thought it was well worth it. Skip the first 3 minutes. I also think 2003 is going to be a great year for Pharma, tier 1/2 biotech, and then always at the end...a ka-boom!! year for the juniors.

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