SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (2692)1/26/2001 10:52:40 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
Ian,

The death endpoint was statistically non-significant, presumably because of the low overall incidence.

only have a core position which I haven't been trading. I should probably adopt a different philosophy in this sector.

My basic philosophy in biotech is also "buy and hold." I mostly only diverge when a price looks just too tempting. I've held most of my ALXN since early 1999 with a basis in the low teens, and so I wanted to take something off the table anyhow.

I'm a terrible day-trader in any event - never quite was able to get it into my head that you are really supposed to sell at the end of the day, no matter what the price is. <g>

Peter