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

To: Thomas M. who wrote (1321)	2/8/2000 4:07:00 PM
From: scaram(o)uche	Respond to of 4974

Always enjoy hearing Michael's views, and would feel a bit naked without them. Thanks, Tom. My, my, my...... yet another "what a day!" Congrats, all! Rick

To: Thomas M. who wrote (1321)	2/8/2000 7:10:00 PM
From: Thomas M.	Respond to of 4974

One more from Burke: With great difficulty and subjectivity. I look at the pipeline as it currently exists and figure the cash flow for each product if it leads in that indication, if it is just one of the pack, and if it is a laggard. Then, I discount that number by both the time involved and by a failure factor. So, it is a lot like valuing internut stocks. If you have perfect inputs, you are in good shape. And if you have them, tell me where you got them. <g> Last year, most of the smaller biotech stocks were undervalued if even one product became a laggard. Today, most are fairly valued if one product goes on to become the leader for the indication. Message 12813611