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

To: Biomaven who wrote (933)	4/13/2000 10:04:00 AM
From: biowa	Read Replies (1) \| Respond to of 52153

Peter, looking at just the biotech news there has been reason for weakness BGEN mediocre earnings - yes AMGN dispute with TKTX - (a) when isn't AMGN involved in a patent dispute, (b) this ones been a known issue for a couple of years CRA punctured hype - yes, just miscalled which part of the Haseltine/Venter unholy alliance would get busted for hype first (though I guess HGSI is getting called on CCR5) VPHM crash - yes And remember one of the hallmarks of the early stages of the rally was the market going, "So what if ISIP blew their lead candidate up, what can I buy now?" SEPR - monster ruling, but has had a hard time holding the gain (looks like it might be bouncing now) That said, I'm starting to look at a lot of shiny, pretty things a these prices. Hopefully, they're not still knives <g> Now many more stocks fit my criteria of being something I'm willing to hold for 2 or 3 years. biowa