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Biotech / Medical : Biotech Lock-Up Expiration Hell Portfolio

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To: keokalani'nui who wrote (871)	12/18/2003 12:47:31 AM
From: tuck	Read Replies (2) of 1005

So are any biofreaks looking at the latest round of IPOs? I've heard some general comments about them being uninspiring, but I think a couple of them look OK. Certainly better in being farther along in the development of products than the last companies to squeeze through the window of a couple of years ago. I think Myogen and Pharmion look solid. Genitope is developing personalized vaccines, and I know biofreaks generally don't like such efforts. It looks like a more focused version of LSBC, but it, too is much farther along than LSBC was when it came public. In PIII now or soon, if I recall correctly. Cancervax (another David Hale effort), Nitromed, and Advancis don't look so hot, and are priced accordingly. As much fun as Introgen PRs are, I would like to see some discussion of these new ones. Anybody? Cheers, Tuck

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