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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?

To: HeyRainier who wrote (1652)	8/28/1999 11:04:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 1720

Rainier, my ego's really hurt - you mean I'm not the only one around with technical insight? Seriously, glad u hav good support. From my year at Pennsylvania Hospital, I can asure you it's good to have a talented & motivated team of pros on your side (ok, most of them) I'd agree - I think biotech has at least as much future impact as the net given the aging of the western world, and given the fact that they have seriously lagged the market 96-98 despite serious clinical progress (both the pipeline in clinical trials & the sharply increasing # of FDA approvals) I think it's high time for some valuation catch-up. Another thought, the "barriors to entry" is much higher with biotechs than net companies. Companies like VICL & ISIP have been around since the early 90's and despite huge efforts & expenditures, don't have a product on the market yet (or is ISIP's case, don't have a product with much market potential, as their only approved med is for CMS retenitis, an opportunistic infection associated with AIDs, the prevelence of which is deacreasing substantially due to the efficacy of protease inhibitors) When you add patents, the biotech survivors have a big leg up (as opposed to the next "neat & cool" net tool.) My thoughts (and despite being nearly a daily net user, I'm obviously biased as to valuations here) Scott