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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (8327)	10/12/2000 12:08:13 PM
From: tom pope	Respond to of 9719

sometimes expensive, too.

To: Vector1 who wrote (8327)	10/12/2000 1:11:47 PM
From: scaram(o)uche	Respond to of 9719

It is always lonely moving against the masses. Dow is down over 300, and it's been crunch time in tech land. Morale is down, and there's talk of oil-related inflation. This can mean at least one thing..... We will soon start to hear flapping lips, saying "if you have to be in biotech, buy the top tier companies with product sales, blah, blah, blah". This while their sponsors are accumulating certain "H&Q-like" lower-tier companies -- mid-October, during tax selling. This time, however, there's a ton of liquidity that continues to flow to the sector. There may be ongoing demand for new ideas among the under 300M crowd. Those who believe that lower-tier biotechs are yet unloved -- in a sector with now-recognized promise -- may speak louder than the blah, blah, blah gang. Anybody looked at the $$$ that is being raised in Europe? Order of magnitude greater than 12 months ago. Andreas, who used to contribute to this thread, is presumably participating in the "precipitating offering". The rally is going global. Regardless of whether or not it can be sustained, it has lasted long enough that there is now a huge stash of cash and strong currencies that are in search of pipeline. The smartest deal to date was LKST/MLNM. I've therefore been looking for LKST-like business plans. As always, however, my primary focus is on under-valued patents. Certainly not going to be boring. As always, it's biotech, and it may therefore be full of "wallet hurt".