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

To: sim1 who wrote (1411)	8/7/2000 4:27:28 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

I used to own both QTRN and MCDE a while back. I'm still tempted by QTRN - logically they should do well, but in practice they haven't. I still own NTII, which was weak today, as well as part of some SKYE that I got from the DEPO deal. I'm going to be remain patient on these for now. Other stocks in this category that I own include CDIC, CLTR and GZMO, all of which I'm hanging onto for now. It's very hard to know when one should be bottom-fishing. Lots of old, dead dogs down there that will just stay and rot. Rick generally does this better than anyone I know. He's also willing to do it in size, whereas I tend to be much too chicken to do anything more than dip my toe in the water. In the next post I'll show the biotechs and pharmas sorted by % in yearly range. Peter

To: sim1 who wrote (1411)	8/8/2000 1:08:01 AM
From: Mike McFarland	Respond to of 52153

MCDE --BVF fund was getting out at prices above $20, but the shares have been whacked back down to $8 and have not moved much with the summer biotech rally. ICAAC last year microcide.com Microbial chemical genomics iconixpharm.com iconixpharm.com Rick at one time liked MCDE moneycentral.com ...................................... I'll second Peter's GZMO --antigen discovery 'second to none', expect news flow. SNAP also overlooked, I've posted to that thread. TGEN--maybe not overlooked, but the shares seem to be held down around $10. biospace.com Of 20 evaluable patients, 45% showed objective responses or disease stabilization. A 5% complete response rate was also observed biz.yahoo.com Message 13354946 Gee, very few of my companies are enjoying any movement of late...also GENXY, waiting for news there too. Shares have bottomed near $20 four times since the March high of $79. Simetimes they price makes a feeble run on $30, so I guess that's your resistence. Of the dozen or so stocks that I own, I think these five have a good chance to break out of their slumps.