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Biotech / Medical : Biotech Valuation

CRSP 56.71

+0.4%

Dec 24 12:59 PM EST

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To: Mike McFarland who wrote (8095)	4/1/2003 3:06:39 PM
From: Biomaven	Read Replies (2) of 52153

In Canada we had 3 deaths out of 10 cases - all deaths were apparently in diabetics, though. An alarming 5 of 10 patients had to be mechanically ventilated. If this disease spreads, there aren't going to be enough ventilators. Without being overly alarmist, I can see at least a possibility of this being extremely serious indeed. From an investment angle, the most reasonable play I can think of here here seems to be on the short side in the leisure industry - stocks like Disney, Royal Caribbean, and of course the airlines, although the latter are already so battered that they may not be the best play. None of these are areas I follow in the least, so people can feel free to suggest likely plays. Asian stocks have already taken a hit, but I'm going to be pleasantly surprised if this is confined to Asia for long. This feels more than a little ghoulish, but if we are going to be killed by this bug at least we can maybe die a little richer... <twisted-g>. Peter

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