Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: David Bogdanoff who wrote (378)	9/9/1999 5:12:00 PM
From: Biomaven	Respond to of 52153

Here's an interesting perspective on the gene companies: cbs.marketwatch.com Basically complaining that the 1st tier gene companies are getting all the attention. (Haven't I heard that complaint somewhere else before? <g>) I notice that he throws VGIN into the "gene" pot. Interesting that INCY finally participated. I still own some, but had lightened up some when it seemed that the market had given them up for lost. One of the hardest balancing acts in biotech investing is to weigh the relative merits of "I think this is a good company and I don't care if it takes the market 5 years to figure it out" and the "gene companies are hot this week" schools. There isn't a good answer to this of course - the best you can do is stay flexible and not get locked into any one approach. Peter