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

To: Biomaven who wrote (124)	11/19/2000 8:50:35 PM
From: scaram(o)uche	Respond to of 1784

and no slowdown is in sight. I don't mean to be a cheerleader, but..... and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. and no slowdown is in sight. Rah, rah, rah!

To: Biomaven who wrote (124)	11/19/2000 9:52:30 PM
From: tuck	Respond to of 1784

Peter, Shortly after I asked you about that, Martin Jongmans supplied a source on your own thread (#2061, I believe, on the valuation thread): signalsmag.com. The last time I asked such a question someone referred me to ReCap.com, too. They have more free answers to questions of this sort than anyone else I've heard of, so I guess it's time I explored their site some more. You'll find your $10 billion figure is quite low, but the last couple of biotech IPOs didn't go over well. Thus there's a little slowdown, but it's probably due to Mr. Market more than anything with the biotech sector. Once we have a prez, I expect the various biotech IPOs still in the chute to come sliding out. Especially looking forward to XGEN, for reasons already mentioned. If PEB can't quantify their position in their own markets, who am I to try? Going for a bottoms up approach. I've asked tommysdad to equip his dream lab. Maybe MZ and PB, also practicing lab workers, I believe, will help, too. Half the reason I wanted to visit ARDM with Rick was to take a lab tour and write down the names of the equipment they're excited about. Maybe I can arrange something like that down here by myself. If so, y'all will be the first to hear about it. Thanks for replying. Cheers, Tuck