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Biotech / Medical : ARRIS - Another partner
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To: CYBERKEN who wrote (244)11/22/1997 5:28:00 PM
From: Andrew H  Read Replies (3) of 353
 
>>There's a good possibility that the next rally will be the first small step in the big multi-decade run for the better stocks in the sector<<

You know ken, people have been saying that for years. Wouldn't be surprised if you were one of those people. (:>) Yes, at some point it will happen, but I think there will be plenty more opportunities for buying in the next couple of years. Especially for companies that won't be making money for the next 4 years or so.

My guess is the next couple of years will be difficult for the markets and those investing in biotechs will want companies that have a product on the market or at least a product that has an excellent chance of successfully completing P3s in 6 months or so. The other companies are likely to suffer, IMO. I am looking for the next rally to exit biotechs which are a long way from profitability.

Of course many of these companies will continue to have wide swings based on news and the lack of it. Now if your horizon is 5 years or more, there is no problem.
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