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

To: tuck who wrote (115)	11/17/2000 4:34:54 PM
From: Pseudo Biologist	Read Replies (2) \| Respond to of 1784

tuck, check this signalsmag.com to address Another indicator, though fuzzier, is the IPO market for biotechs. Last one I saw was AEGN, which looked weak and isn't doing well. You know of sites that track this stuff on a regular basis? Amazingly up to date, it already includes ARRY's IPO, which happened yesterday or today. AEGN is there too. This link was given a while back in the biotech valuation thread, but it was not clear to me that it would be a "live" one. PB

To: tuck who wrote (115)	11/19/2000 8:41:14 PM
From: Biomaven	Read Replies (2) \| Respond to of 1784

tuck, Sorry - don't know of any readily available source that tracks biotech capex. Frost & Sullivan is a likely candidate, but their reports generally cost big bucks. The telcom capex was driven largely by money borrowed in the bond market. Now that this source is gone, it's not surprising to see the rapid slowing of the suppliers in that industry. (Not to mention the worrying supplier-funding that is going to come back to haunt the likes of Cisco and NT). By contrast, the biotech funding is driven by equity. With something like $10 billion just having flowed into the sector in equity this year, there is undoubtedly a lot of cash waiting to be spent, and no slowdown is in sight. Peter