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Biotech / Medical : Biotech Valuation
CRSP 56.93-0.1%2:50 PM EST
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To: WhatsUpWithThat who wrote (12130)6/21/2004 11:05:45 PM
From: Biomaven  Read Replies (2) of 52153
 
Thanks, WUWT.

This set may well be the best place to look for bargains right now, with the important caveat that lockup release is still ahead for most of these.

We really need to look at them systematically. Most of them I know nothing about.

I do know a little about DVAX, and I think it is well worth keeping an eye on.

We've discussed SNTS here recently. TRCA is also interesting - seems like a fairly low-risk play. I wish I had a better handle on whether INSM is a serious competitor for them, though.

Any others that people have looked at?

Peter
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