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Biotech / Medical : Biotech Valuation

CRSP 55.26

+1.2%

Nov 11 3:59 PM EST

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To: LLCF who wrote (107)	3/29/1999 9:50:00 AM
From: scaram(o)uche	Read Replies (1) of 52153

Very good article. Now, tell me why the smart CEOs at companies that are beaten down and yet have multiple quality product candidates are not merging their companies to make $5 billion companies from collected market caps that now total (for example) $800 million? Everyone goes on with the (thanks for the spelling, David) jada, jada, jada, and nobody recognizes that there are GREAT companies out there. I'm getting upset by some posts to SI, and I guess it's time to hit the road. There are investors here at SI that share a record of generally avoiding the potholes. This implies an ability to differentiate scams and bad science from the companies that will thrive. For those who don't appreciate the efforts of those who are trying to share that capacity..... keep throwing out the crap, and you'll lose it; you'll be left with hype.

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