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Biotech / Medical : Biotech Valuation
CRSP 56.61+5.2%Nov 6 3:59 PM EST
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To: scaram(o)uche who wrote (25)3/1/1999 1:49:00 PM
From: jeffbas  Read Replies (1) of 52153
 
Rick, since I am new to this sector would you mind steering me in the direction of a few small or medium cap valuation plays (relative to current stock prices) for me to start researching.

You need my investment parameters however:

- valuation relative to a 5 year time horizon. In other words I prefer a stock with a higher probability of 5 X in 5 years to one with a lower probability of 3 X in two years.

- I prefer ones with less negative event risk to ones with more event risk. This tends to suggest enabling technology stocks like MLNM, SEPR, ALZA, etc. rather than pure drug stocks with narrow market focus.

If you could identify three that would be great, plus perhaps a fourth
that you like better as a company than the three but whose valuation is relatively too high (so if relative valuations change I can improve the list). Stock symbols are fine as I am not asking for you to make an investment case for each.

Thanks!
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