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Biotech / Medical : Biotech Valuation
CRSP 53.97-0.4%1:45 PM EST

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To: Biomaven who wrote (10643)2/26/2004 12:02:37 PM
From: zeta1961  Read Replies (1) of 52153
 
Thanks too Mark...you must have a otographic(if there's such a term):) memory...between this summary and the PHYX summary, I've never seen such accurate detailed accounts of a webcast...

I worked out a trial subscription with Garren, I share your sentiment Peter...was able to do back testing of his views based on bio's I follow or own...his sensibility is in alignment with mine...it was nice to see that his view of genr, dsco, cris, nabi, alth concurs with mine...

I think his medical experience gives him an edge and disadvantage at the same time...by knowing much more than Wall street about the science, he's vulnerable to what his perception is and what market perception is...but he seems to learning this...

Regards,
Zeta
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