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

To: Biomaven who wrote (1612)	9/13/2000 11:49:01 AM
From: rkrw	Read Replies (1) \| Respond to of 52153

I subscribe to Gilder. I'd classify his style as top down analysis. He predicts paradigm like shifts in technology and then selects sector leaders based on his predicted shifts. He doesn't worry at all about price, pe ratio's, etc. I'd guess he'll take the big picture of biotech, break it down into subsectors and pluck out the leaders. Ala hgsi, mlnm, cra, incy, affx, lexg, abgx etc etc etc.

To: Biomaven who wrote (1612)	9/13/2000 1:24:35 PM
From: greedsgd_2000	Respond to of 52153

GILDER AND THE BIOCOSM - first I heard of this was last night, although I have for months (perhaps 10 posts or so) been discussing biotechs in the Telecosm Lounge under the heading "THE BIOCOSM" I am partly invested in biotechs due to this precise expectation, glad to see it finally will happen. Using the timetable that was used for the THE POWERCOSM report - this new biotech sector will take some time for the Gilder team to construct. On Powercosm, they did a Sept 99 newsletter (labeling AMSC among others as key companies) as their model letter - and the regular POWERCOSM did not get going up until the spring of this year. Gilder definitely has the ability to bring attention to a tech sector.