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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (7600)	2/18/2000 9:26:00 AM
From: amic	Respond to of 9719

Congrats to all of you from an observer. I do not know the biotech sector, and felt a bit hesitant putting money there just based on how "serious" you guys sound. I should have! Tried to do some research, but it seems pretty clear that the key to understanding this market are not the financial numbers, but the potential of the companies and their technical skills + patents etc (duh! is your answer to this one I am sure). I took some profit on my MFNX, have some cash I am willing to take some risk with, and was wondering if anyone could give me tips as to which company in your view I should research further at this stage in the biotech sector. I am not used to asking tips, but the list of companies you guys are following is quite large, I'd like some help narrowing it down somewhat. What 2/3 companies are you most excited about these days (not for the 100s% you got from them already, for those you anticipate of course!). Thanks, Amic

To: Vector1 who wrote (7600)	2/19/2000 5:45:00 PM
From: chirodoc	Respond to of 9719

a "dream" the u.s. market is narrowing. only those companies with compelling stories will attract investor attention. much of the the internet is old news. solving serious disease AND making money with biotechnology is just catching fire. this lasted a few years with internet stocks. it could last at least until next fall when the fed is more accomodative about rates. i think the rally is still in the third inning, 6 innings to go--but like with net stocks, the weak and bloated boys will be tossed overboard. some bios as you note are (gulp) actually getting overvalued. small caps in late stage trials still look safer to me. curtis