Biotechnology Value Fund, L.P. Message Board

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

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To: aknahow who wrote (72)	3/12/1998 11:23:00 AM
From: scaram(o)uche	Read Replies (2) of 4974

>>The, "no one cares," situation can be disconcerting and in the case of limited partnerships becomes a source of potential danger as it becomes more difficult to convince the partners that the strategy will eventually pay off big.<< Everyone will have their own strategy and tolerance of the pain. Biotech is an entirely different sector than the one that spawned the LIPOs of the world, and I'm convinced that the pessimism represents opportunity. However, since Joe Investor can't set up Rosenwald-like win-win situations, we still need to pick good stocks. I have no idea of what Lampert does with his own cash. Maybe he has it 100% in Dell and Amazon. Oh, the pain of laughing........

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