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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: biowa who wrote (6905)	7/21/1999 7:36:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Sure, price target $9999 for HGS if they have the next EPO, the next EPO, and the next EPO, as they claim -g- It is also interesting how your post a few days back: Message 10521077 may be relevant in this story: the focused small group (say, the Lausanne group) using brains in addition to high, if not bleeding edge, technology competes effectively with the machinery. PB

To: biowa who wrote (6905)	7/21/1999 9:39:00 PM
From: Biomaven	Read Replies (3) \| Respond to of 9719

Biowa, Has anyone done a valuation on HGSI? That's about as easy as valuing Yahoo, and for some of the same reasons. You have all the normal biotech valuation problem (just what are their early-phase candidates worth?), plus the uncertainties as to what (if anything) their umpteen patents will be worth, plus the hype factor stemming from their press-release-of-the-week style. If you force me to pick, I'd be long rather than short. Right now, I'm imitating one of Rick's "stuck in the headlights" characters and doing nothing (which feels wrong, too). Peter