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

To: Oak Tree who wrote (1191)	6/18/2000 2:15:00 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

I own a fair number of these. ALXN and NBIX are my biggest holding among the adds, but I also own smaller amounts of ABSC, BPUR, CALP, CDIC, CBST, GLGC, GZTC, GERN, ITMN, KOSP, MEDX, MOGN, NABI, NPSP, OSIP, TTP and TLRK plus a few that I probably overlooked. (As you can see I'm a firm believer in the "big basket" approach to biotechs.) At current prices ALXN and ITMN would probably be my two top picks, but CDIC as a low volume stock might respond well to the Russell addition. KOSP is an interesting managed-care sort of play that's been weak recently. Once CALP gets over its current weakness (perhaps from lockup expiration?) it might too be interesting. Lots of other good stocks in the list of course - in general I feel this add-list, consisting as it does of mostly 2nd tier wannabees, is a reasonable spot to be. Peter