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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (980)	10/5/1999 5:30:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

Some great suggestions for BBB -- balanced biotech baskets -- are being thrown at the thread. Thanks, all. RGEN, as might be expected, caught wider attention today..... up 20% and closing on the bid. Market commentary....... OK, we've discussed the huge discrepancy between the first- and second-tiers and the mini/micro caps. Since then, there has been a brutal correction in certain "haves". Today, GENZ got clocked, and broke through anything that resembled support. The top tiers have taken rolling hits, and the discrepancy in capitalizations has narrowed a bit. I regard this as good..... when the "haves" recover, the "have nots" should schlep along a bit. Those of us who pick developmental stage companies should profit, long term, for rational valuations across the sector. Seems to me, as an aside, that...... if GENZ takes a hit due to questions regarding the pipe, that those tracking stocks with a good promise:pipe ratio should not get hit. And yet GZMO and GZTC were socked by association today.