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Biotech / Medical : Biotech Valuation
CRSP 55.26+1.2%3:59 PM EST
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To: Biomaven who wrote (9051)9/8/2003 7:29:19 AM
From: Robohogs  Read Replies (2) of 52153
 
What a great trade - short techs and go long drugs. Nah, I don't think so as we are now in a cyclical growth mkt and drugs will underperform by definition unless the recovery sputters (which well could happen). I do find it interesting that only cyclical growth at INTC and DELL's position make them the only tech stocks to really grow any faster than the druggies from 2002 to 2004 (non-scientific eyeball test). Remember that Intel had higher eps than 2004's back in the bubble so this is cyclical growth and not secular growth.

Jon
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