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


To: biowa who wrote (1140)12/16/1999 11:10:00 AM
From: scaram(o)ucheRead Replies (2) | Respond to of 4974
 
I'd say the first list is dominated by the "current dribble from Instanet" companies. Don't know when the Instanet guys/gals will go away, but I'll try to be there when they do.

- g -

An example of the second type of company, IMO, is NBIX..... not a bullet-proof business plan, but armor could pop up from any one of several projects. And, Jay Silverman at BBRS used the "ever" word.

Lotsa 20% "cherry picks" (baskeball definition) out there. Sort of slow motion, predictable Max/Mike DCBs.