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


To: scaram(o)uche who wrote (1127)12/13/1999 1:06:00 PM
From: biowaRead Replies (2) | Respond to of 4974
 
Rick,

<<I've also heard the rumor about having done poorly with shorts. That's why I was concerned when I saw the TTP and NPSP disclosures.>>

Whatever you say about the BVF return, if he has to have a fire sale, it'll hit us all. And if I were him looking at some of his holdings, NPSP might be one of the least risky to sell (in terms of dramatic near term opportunity cost) that still has good value. Great long term, but there were no near term positive drivers looming when he sold.

biowa