SARS and Avian Flu Message Board

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Biotech / Medical : SARS and Avian Flu

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To: Wyätt Gwyön who wrote (208)	4/22/2003 12:30:50 PM
From: Biomaven	Read Replies (2) of 4232

It strikes me that SARS related investment "opportunities", such as they are, may be more likely to appear on the short side than the long side. I quite agree on that. There is little for the longs here - perhaps some small ventilator manufacturers or small mask manufacturers (3M is by far the biggest). On the biotech side right now there is more likelihood of hype than of anything real. Longer term the vaccine makers might do reasonably, but these are all big pharma so there's not much leverage. On the short side, anything travel-related - airlines, hotels, cruise lines, perhaps casinos. Something like Disney has to be somewhat vulnerable - indeed they announced some small impact already. Some have talked about US supply-chain disruptions if the outbreak in Asia worsens - I think that is fairly unlikely. Remember always that there is the outbreak itself, and there are people's perception of it. Right now the only industries likely to be impacted are those driven by peoples' perceptions, not by the reality. Peter

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