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Biotech / Medical : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?

To: nigel bates who wrote (116)	5/8/2000 4:31:00 PM
From: scaram(o)uche	Respond to of 2243

Nigel: If the focus is exclusively on biotech's 10 baggers No, in this case it was an attempt to provide a portfolio with downside protection and yet which retains plenty of potential punch. There are other stocks on the list that don't stand a chance of 10X. We just went through the wildest rally known to the sector. It may have been the wildest rally known to any sector, ever. I'm assuming that we're going to return to a '97-like market, where research premiums expand on news, but where the victories are hard fought. The "please cull" list was constructed on that assumption. For years, we struggled to find the biotech 10 baggers, the Agourons. Suddenly, looking back six months, how many biotechs didn't do 10X? Nah, I'm going back to looking for solid appreciation. Would love to have another chance to ride irrational momentum, but not expecting it. There are many very cheap companies out there, IMO. Biowa says that he thinks that VIRS is cheap with good reason. Just trying to find similar commentary for any stock on the list. Cheers! Rick

To: nigel bates who wrote (116)	5/8/2000 5:04:00 PM
From: Biomaven	Respond to of 2243

If the focus is exclusively on biotech's 10 baggers (now where did I remember that phrase from...), then surely you have to question SEPR. Well granted a further 10 bagger from SEPR isn't that likely, but it's by no means impossible - it would put them about even with today's 2-product Amgen. More importantly, you have to judge stocks on a risk-reward basis. Even at today's high price, I still feel that SEPR has a more favorable risk-reward ratio than other biotech stocks. Once more of its drugs come to market we should see an inexorable climb in its earnings, and it will attract a whole other class of investor. I guess I'm more cautious than others about how some of its ICE's will fare against the generics, but I feel it has several shots at a blockbuster or two. (Like how about a good antidepressant that has the "side effect" of causing at least moderate weight loss? Or a once-a-day asthma inhaler that has an immediate onset of action?) Go cull someone else's pet stock! <g> Peter

To: nigel bates who wrote (116)	5/8/2000 6:57:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 2243

to the thread..... One other comment.... there have been additional suggestions made for inclusion in the "cull" list. I'm not ignoring them -- just that it was a "cull" list, not an "add to" list. <g> Added Mike's suggestion because he was quick, and because the company is in such a unique "no burn" position (after and if/when they finally finish with this severance cr*p, that is). Like I said, free license for a bit, until we find a new direction.