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Biotech / Medical : Biotechnology Value Fund, L.P. -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (2216)	1/2/2001 4:19:04 PM
From: scaram(o)uche	Respond to of 4974

Biotechnology Index - BTK nasdaq.com Tommy......... at least 11 of the 17 components are companies that have moved beyond research to the status of "operations". Engage brain. This index is not representative of what has happened to 90% of biotechs. Stop lending your ear to those who would abuse it.

To: scaram(o)uche who wrote (2216)	1/2/2001 6:42:47 PM
From: Miljenko Zuanic	Respond to of 4974

<<PUT CNBC ON MUTE.>> Or shout-off TV! We have direct and open attempt to kill any/every bios. From everywhere. We did survive Oct. 98' and we will survive today/tomorrow. Miljenko

To: scaram(o)uche who wrote (2216)	1/2/2001 8:05:21 PM
From: tom pope	Read Replies (1) \| Respond to of 4974

>>BETTER YET, FIND ANOTHER SOURCE FOR FINANCIAL INFORMATION<< TSC won't make that cut. Most of the commentators there have been pushing the "since the internuts were a bubble, the biotechs must follow the same trajectory" line, without explaining what the necessary parallels are. And the discussion has been of the "yes it is, no it isn't" quality. However this is from one of the biotech bears today: >> Gabe Hoffman Genomics Update 1/02/01 3:50 PM ET Frequent Realmoney.com readers will recall the negative view that I have taken over the past year on the major genomics stocks, due to the fact that many of these companies cannot be valued by any traditional metrics. Celera (CRA) and Incyte (INCY) are trading at market capitalizations of roughly twice their cash positions, ($1.1 billion and $650 million in cash respectively) which are enough to last well over a decade. At twice cash, these are acceptable valuations, and both stocks look fine for a trade - just a trade. << Of course, if he's been a bear for >>the past year<<, he's missed on a pretty fair run.