Biotechnology Value Fund, L.P. Message Board

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Biotech / Medical : Biotechnology Value Fund, L.P.

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To: scaram(o)uche who wrote (58)	3/3/1998 11:18:00 AM
From: Biomaven	Read Replies (1) of 4974

Rick, They may be trying to make Intercardia the flagship instead of Interneuron, which is still listing heavily after the Redux debacle. Biocentury a little back had an article about Sarah Gordon Wild, an analyst who has just moved from your "friends" at Amerindo to a hedge fund, Lone Pine Capital. $120m of this fund is earmarked for health care, a "good chunk" of which will be biotech. She said she'll be looking for biotech cos. with market caps in the $100m-or-so range. Anybody know of a list of biotechs sorted by market cap so we can speculate what she might be buying ahead of her purchases? I suspect there aren't that many quality biotechs in that range. Peter

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