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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: scaram(o)uche who wrote (4820)	5/8/1998 2:35:00 PM
From: Thomas M.	Read Replies (4) of 9719

I have a fair amount of my portfolio in small-cap biotech, in large part because I perceive a large value gap between this sector and big pharma. Comments like the following are what keep me awake at night. Thoughts, anyone? redherring.com Edmund Debler of Mehta Partners advises investors to exercise caution with biotech companies in general, because the pharmaceutical companies have become increasingly adept at adding in-house biotech capabilities. "The distinction between biotech and pharmaceutical companies is shrinking," he warns. "It's going to be hard for biotech companies with limited resources to compete." But watch your back David Crossen of NationsBanc Montgomery Securities also believes corporate collaborations will continue--but perhaps not forever. "As the pharmaceutical companies increase their productivity, they'll become more self-sufficient," he says.

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