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Biotech / Medical : Biotech Valuation

CRSP 53.52

-1.4%

3:26 PM EST

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To: scaram(o)uche who wrote (8407)	5/19/2003 2:28:39 PM
From: Biomaven	Read Replies (1) of 52153

Rick, The DNA result has two effects as I see it: 1. The sector as a whole gets brownie points. When the top tier does well, it usually drags the lower tiers up with it. 2. Perhaps more interesting, it potentially validates in cancer an overall approach that many biotechs have taken - find something (hopefully a causative factor) that is overexpressed in a disease state and hit it with a Mab. There are lots of other projects that hit VEGF in some way or other (not just with Mabs - e.g., REGN), and even more that hit other similar growth factors. erythropoeitin-like pivot point for biotech Unfortunately this was before my time in biotech. As the official historian (just appointed <g>) of biotech investing, could you share with us what happened to the other biotechs in the shadow of AMGN's giant home run? Peter

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