Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: Robohogs who wrote (14491)	12/3/2004 11:01:28 PM
From: Biomaven	Read Replies (2) of 52153

Well we're practically twins here in terms of our biggest positions. Certainly this is a year I'd be more than happy to take again next year - but somehow I doubt that we'll be offered it again. After a spectacular 2003 and a good 2004 I don't think one can reasonably expect anything dramatic in 2005. And looking around, I'm not exactly struck by screaming undervaluations. Maybe time for something different on the thread. How about going back to the roots of the thread and asking for biotechs that seem undervalued based on fundamentals? But let's group them by time horizon - for example, if their value is primarily dependent on some event happening a year out, then they go in the 1-year basket, and so on. For biotechs that have multiple events, just list all the significant times, with relative importance. For now, feel free to simply throw out some names - maybe we can get people interested in doing some analysis. I'll throw out two names I've been looking at recently - NTII and ALKS. Peter

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