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

To: Mike McFarland who wrote (1005)4/20/2000 7:54:00 PM
From: chirodoc  Read Replies (1) | Respond to of 52153
 
i agree mike. right now i am terribly overweighted in biotechs and am SOUNDLY outperforming naz and dow. but, you need to be selective--the shotgun, buy anything that looks sexy--won't work.

anyone want to buy CRA at 275? i am sure it will go up forever.

curtis



To: Mike McFarland who wrote (1005)4/23/2000 3:34:00 AM
From: Doc Bones  Read Replies (1) | Respond to of 52153
 
No less an authority than the New York Times informs us that McCamant now likes ... Imclone & Isis.

Message 13482408

Other guy likes Genentech, a veritable Yahoo-Amazon of biotechs, a must-have at any price in these perilous times. They both like Maxim, unfortunately my calls expired Thursday.

McCamant is ... manager of a small biotechnology fund for wealthy investors. Wealthy before or after buying into the fund? (I should talk).

Doc


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