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


To: Biomaven who wrote (512)1/17/2000 2:59:00 PM
From: Pseudo Biologist  Read Replies (1) | Respond to of 52153
 
Peter, thanks for the comments. I re-examined the MEDX/ABGX charts and the rotting comments may apply to the trailing 30-week period after all. So in charts, as in all everything depends on the point of view -g-

Your comments on the CRA/INCY example show how this armchair quarterbacking is a lot easier than the real thing. In retrospect it was a no-brainer to get into INCY as it could not possibly be so much cheaper than CRA. At the time, it was not clear if CRA's gain was INCY's (total) loss, at least if one did not have all the facts. BTW, when was the last time you had all the facts? -g-

The flip side of this is miss-assigning your investment to the wrong subsector. Gee, I thought that AIMM was a real hot genomics outfit; read about it in the internet.

PB