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


To: scaram(o)uche who wrote (1461)2/23/2000 5:37:00 PM
From: biowaRead Replies (1) | Respond to of 4974
 
Rick,

While we're on the subject of windows, the Suzman 20% principle confirms that - no matter what the indices say - the window is still wide open.

Message 12954486

BTW, INCY underperformed the principle. Limit on the principle, or is the Gx appetite starting to be satiated?

Do you improve the picture for NBIX if you partner them with "a CRA" or "an AFFX"

Why IMO ruin a perfectly good drug development business? SEPR, maybe I'll give you that, maybe even MLNM.

biowa