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Biotech / Medical : Biotech Valuation
CRSP 55.11-2.6%Nov 7 9:30 AM EST

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To: Biomaven who started this subject8/24/2003 12:12:46 AM
From: Ian@SI  Read Replies (2) of 52153
 
Barron's Interview with fund manager Wesbrod's discusses several biotechs and gives an honourable mention to MLNM.

Rescued by Biotech
Health-care investor chalks up a 43% gain in a comeback performance

By BILL ALPERT

An Interview With Stuart Weisbrod - He has achieved more-than-respectable returns in the five years since he started the investing firm Merlin BioMed Group in Manhattan. With a team of doctors and financial analysts, Weisbrod focuses on biotech, drugs and medical devices. He's certainly ridden the year's riot in biotech, but Weisbrod insists that opportunities persist in the health-care sector. To discover where, read on.
[snip]

His picks and pans.


Weisbrod's Picks and Pans
Picks
Company Ticker Recent Price
Genzyme General GENZ $46.53
Repligen RGEN 6.88
Celgene CELG 38.78
GlaxoSmithKline GSK 38.43
Roche RHHBY 79.50
Teva Pharmaceutical TEVA 58.38
Stada Arzneimittel G.STD €50.77
Edwards Lifesciences EW 28.36
Smith & Nephew SNN 62.69

And Pans
Express Scripts ESRX $63.48
Biogen BGEN 37.31


Whole story at: online.wsj.com
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