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


To: Biomaven who wrote (1898)10/26/2000 12:24:53 PM
From: greedsgd_2000  Respond to of 52153
 
THIS "BABY BOOM HEALTH EFFECT" MAY BE REMOTE AT THIS POINT.

First of all biotechs of course are far more than development of new "drugs". We are talking therapies, techniques, procedures, diagnostics -a whole host of biotech segments contributing to the quality of life issues.

Lets agree that it will never be THE major factor effecting biotechs valuations. However, its bound to be a factor. One need only focus on one demographic group and one disease.

1. lets make the reasonable assumption that the single largest demographic (baby boomer) group in the U.S. are women born in approx 1956. This was in fact a high point in the baby boom wave.

2. Lets say many of these women are increasingly concerned about breast cancer.

3. its highly likely that biotech advances in diagnostics and treatments -will make major advances to the breast cancer treatment.

4. while a complete solution for breast cancer may be 20 yrs away, the fact remains that even over even the next 1 to 3 yrs there will be substantial advances particularly in the area of ultra early breast cancer diagnostics methodologies - which will generate vast amounts of publicity.

5. the connection between private investment and eventual discoveries will be made quite clear to many in this group.
Moreover the connection between the amount of investment and the speed of discovery may become known. Perhaps it doesn't have to be this hypothetical "20 yrs"

6. when presented with investment opportunities, it is very possible that many will opt to invest in a sector that may in fact have direct benefits to them.



To: Biomaven who wrote (1898)10/28/2000 1:11:30 AM
From: Dave K  Read Replies (1) | Respond to of 52153
 
Peter, speaking of self-interests and pocketbooks...can I drag you away from SEPR for a moment and hear your thoughts on the $52m award to CALP just announced :)...are you still in ?

Message 14678090

Cheers !

Dave