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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: The Gambler who wrote (1195)3/3/1998 8:27:00 AM
From: Henry Niman  Read Replies (1) of 2173
 
Biotechs with one major product and one major partner are inherently risky. Some investors have trouble distinguishing between single product companies and those that have a broad based enabling technology or technologies. The number of partners is also a good indicator, because the partners usually have access to confidential information before they do a deal. I have recommended AMLN in the past, but certainly not since the August data. Of course some Biotechs look like a slam dunk and are worthy of a more concentrated weighting.
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