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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: Peter Singleton who wrote (5107)8/12/1998 12:22:00 AM
From: scaram(o)uche  Read Replies (1) of 6136
 
>> Please note, my view is a decidedly minority view. Most investment specialists would not agree with this view. <<

Peter:

I don't think "decidedly" is the correct term. Your discussion in the VDXX thread was well-timed and nailed the developing sentiment.

>> I think the biotechs are severely discounted, and have been for a number of months <<

As you know, I've gone to a strategy of waiting for companies, with highly leveraged business plans, that are at or near book (see the T/FIF Portfolio thread).

$BTK was down 11% today. Ugly, ugly, ugly. However, the "near-book" strategy is holding in the face of the slaughter.

On topic...... some day soon, AGPH calls may be in the T/FIF portfolio.

:-)

Rick

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