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Biotech / Medical : Biotech Valuation

CRSP 56.71

+0.4%

Dec 24 12:59 PM EST

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To: John McCarthy who wrote (8093)	4/1/2003 9:41:21 AM
From: Biomaven	Read Replies (2) of 52153

Didn't know where to put this Well we've had some discussion on the Bioterrorism thread, but it's somewhat OT there as well. So I guess this thread is as good a place as any. This outbreak is extremely worrying, but right now I don't see much in the way of a legitimate short-term investment angle. (Not to say we won't get some pops like we had in VPHM yesterday). AVII popped yesterday too, but I don't follow them at all. There are conflicting reports as to whether RNA's ribavirin works, and that seems like the best shot we have at the moment. Longer term this may have an impact on companies with experience in anti-virals - I guess that means GILD, VPHM, VRTX, TRMS. Peter

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