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: chirodoc who wrote (535)	1/23/2000 1:52:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 52153

(internet reality) Of course how many ISP's does it take to get everbody on the net. How much bandwidth does a person need when the best information off the net is the written word--and your movies and teeve are beamed down on DirecTV? Biotechs on the other hand will increasingly do what big pharma should be doing--cannibalizing their own products with better solutions. That said, there are a few big research driven pharmas that we never talk about here, nobody is going to criticize Merck for not doing enuf biotech. (whoops, now that I've read the rest of the subthread I see now that a couple folks already brought up Merck). Healthcare as a percentage of the American GNP is awfully high but what would you spend for the cure you need--if you've got the money good health and long life are worth paying for. I'd also add that there is a huge demand for better drugs for mental conditions. Somebody brought up pharmacogenomics--mabye that is where we will see the best use of pharmacogenomics over the years ahead. For instance, the McFarland insomniac pedigree is not being threated very effectively--what the males in my familty wouldn't give for the perfect night's sleep!

To: chirodoc who wrote (535)	1/24/2000 1:34:00 AM
From: Jon Khymn	Read Replies (1) \| Respond to of 52153

my guess is that we have a ways to go in the bios before the street thinks about earnings--but it is coming nonetheless chirodoc, I was just thinking about the same thing... I think internet momo money's been flowing into biotec. Biotec has been hot since Xmas last year. I figure we have a good one more month to go before steam runs out. (perhaps two more months) Got AVAN, and thinking about getting some GNLB, GZMO, GENXY & XOMA. Any thought on these? regards, web