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

To: Bald Man from Mars who wrote (1473)	2/26/2000 6:55:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

I may have "picks", but I do not have (and have never had) recommendations. My current "picks" are led by NBIX and NRGN. I am very interested in NBSC and GZMO. CTII and BTRN will forever be fun, unless they aren't. Have long-term, small "never gonna sell" positions in several biotechs, public and private. Invest exclusively in biotech, so that's it. Why NBIX and NRGN? Pipelines that are needed by the pipe-deprived, and first class drug discovery efforts. Market caps that are reasonable as stand-alone efforts, but dirt cheap in context of (1) relative valuations, or (2) what could be done by coupling them to strong currencies in the context of "platform". If you want to be spoon fed with a "pick", please find another thread. And..... given your stated need for a 50% pop..... at this stage in a biotech rally, it's probably best not to seek the opinions of someone with sector expertise. Merely find (1) the management team with the least developed set of ethics, or (2) some daytrading room where they yell really loud?