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 (136)	4/21/1998 7:20:00 PM
From: Peter Singleton	of 4974

George, Here's my opinion. Lampert is probably the smartest guy investing in biotech right now. He has very clear opinions on the stocks he follows, and he's not an enthusiast swayed by management (McCamant is an example there). He's been quoted in Barron's extensively more than once ... those should give you an idea of his penetrating insight. He's also willing to go long or short on companies. He concentrates his attention on micro-cap biotechs, and takes very large positions in those companies. My impression is that's where Rick spends his time as well. There's where the 10x returns are. There are also handsome returns possible among the companies that have already turned in 5 - 10x returns, if they grow into significant companies (SEPR, AGPH, GILD, etc) ... but that's almost a different ballgame from picking the $50-200M market cap company that has the potential of becoming a $500-1000M market cap. I think what differentiates Lampert from the others in this very difficult area to invest is his combination of guts, intellectual firepower, and hard work. Like Rick, I don't know the guy ... this is just my impression. There are others who follow this thread who are more qualified to offer an opinion. Peter

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