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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: biowa who wrote (929)	4/12/2000 10:13:00 PM
From: Don England	Read Replies (1) \| Respond to of 52153

even the dead cats have stopped bouncing. invoked some discipline this am and went 95% cash. wanted to get out up ytd by a reasonable amnt. will need the money when i come back in - when??? that's the question. don

To: biowa who wrote (929)	4/13/2000 8:59:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 52153

biowa, Maybe the bears are particularly mad at biotech because nobody is sequencing the bear genome. <g> Obviously it's hard to disentangle the biotech slide from the Nasdaq/dot.com weakness. However, looking at just the biotech news there has been reason for weakness. BGEN mediocre earnings, AMGN dispute with TKTX, punctured hype by CRA, VPHM crash (ouch - I still held a few). Things are looking up today, though: Nice earnings from Genenetech, and a positive review of the SEPR/LLY Prozac deal. (And maybe the tech stocks will get helped by AMD). I'm looking to buy back some of the MLNM I sold at higher prices, and selectively nibbling on a few other issues (like VPHM). Peter