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Biotech / Medical : Ligand (LGND) Breakout!
LGND 209.02+3.2%3:59 PM EST
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To: Brian Moore who wrote (17753)3/20/1998 12:16:00 PM
From: Pseudo Biologist  Read Replies (2) of 32384
 
Brian, first thanks for bringing a fresh perspective to "Lake Ligand." Second, regarding your query <<This is why I was asking people who they think are the one or two most respected commentators in the field
of biotech investing. I'd really like to find the names of these people and see what they have to say about the field as a whole.>>

I can try to give you a short list. Here in SI I've found the insights of Richard Harmon, PeterSuzman, and Vector1 particularly useful (Henry's, of course, are great, but they tend to be, may I say, focused to Ligand). Harmon is a scientist-investor, while the other two I believe have financial backgrounds.

In the world "at large" I've heard good things of a man named Sturza who pens a newsletter (fellow "pensters" Michael Murphy and Jim McCamant do not receive the same degree of respect). There is Mark Lambert who runs the Biotech Value Fund (a hedge fund?), and who has been called the "Michael Price of biotechnology." Harmon started a thread on Lampert in the Coffee Shop section of SI. Vector1 and others "run" the virtual "VD portfolio" -- check the thread here in the Biotech section of SI.

Link to VD portfolio thread: Subject 14492

Link to Value Fund thread: Subject 19115

PB
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