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Biotech / Medical : Biotech for less than cash value

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To: scaram(o)uche who wrote (192)8/25/2003 11:40:09 PM
From: tuck  Read Replies (4) of 684
 
How many have played well? Not many. KDUS is one of the best. So far, a few others are modestly ahead. DOVP is the biggest winner. CTIC has done OK. PRCS is slightly ahead. Many are priced above cash, not because the stock price went up, but because they've burned a year's worth. I'm not sure of any that are at a significant discount anymore, but a few are close (of course, backing out debt and other such things would really whittle the list). INCY, GLGC, CRGN, AGNT (might be up a bit since first presented), perhaps GLFD & ARNA. Of these, I am starting to revisit the first three. Expecting a generally weak market for the next nine months, so not in a rush.

Cheers, Tuck
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