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

To: dalroi who wrote (1670)	9/16/2000 8:24:44 PM
From: tom pope	Read Replies (1) \| Respond to of 52153

If any biotechnology should be a candidate for inclusion in the Gilder disruptive category, stem cell therapies deserve consideration. Apart from BTRN's interest, the only companies I know are NEXL, STEM and ASTM. I own a little bit of STEM, having sold most during the explosion in mid-August. I know next to nothing about NEXL and ASTM. It was interesting that ASTM maintained some of its momentum yesterday, tho STEM pulled back. siliconinvestor.com It seems to me that Peter's diversification approach would work well here: buy a basket in the expectation that the few winners will overwhelm the losers. Does anybody have a view of ASTM or NEXL, or have any other companies in mind that are in the stem cell therapy business?