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Biotech / Medical : Biotech Valuation
CRSP 56.61+5.2%Nov 6 3:59 PM EST
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To: nigel bates who wrote (8914)8/7/2003 3:23:18 PM
From: Biomaven  Read Replies (2) of 52153
 
Would be interesting to put together a (long term) portfolio

Yes it would - the candidates you suggest seem reasonable. Although any value to these companies is clearly in the far distance, it might not take that many examples of realized value for the market to change its view. Something like a few unexpected milestone payments to INCY, for example.

Of course the trouble with long term investing is (to borrow a dimly-remembered quote form some economist) that before the long-term the gods in their wisdom have placed the short-term. <g> (And if anyone knows what the actual quote is, please let us know - I was unable to find it with a bit of googling, most likely implying I've somehow distorted it.)

Peter
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