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Biotech / Medical : momo-T/FIF

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To: scaram(o)uche who wrote (2212)	3/22/2005 4:04:16 PM
From: tuck	Read Replies (1) of 12215

Charly on ONXX: fool.com Also seems to contain an endorsement of the Harmon style of biotech investing as I understand it, i.e. get in early and suffer clinical risk rather than commercial risk (big leverage & science being other factors not mentioned by Charly). The decision to gamble on commercial risk would probably be influenced by the idea that the initial management team is probably not so experienced at commercialization. So it would depend on some combination of a) partner/deal, and/or b) commercial experience of management brought in for the launch. Pardons for thinking the obvious out loud . . . Cheers, Tuck

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