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

To: scaram(o)uche who wrote (2708)	1/27/2001 5:26:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 52153

Rick, ouch & thanks. You are playing the role I have played professionally for years when unfortunately necessaary needed - the knight of mirrors. I've actually learned (perhaps too little) from listening to you and Miljenko. You both started tossing up red flags about ISIP & it soon tanked, and a lot of upper mgmt spin doctoring was revealed. Stayed away from LGND because of the dilution & spin doctoring and you were a real contributor to that decision. Thanks again. Does not take an incredible IQ to apply you comments to VICL. Guess that means I'll need to re-assess, as while some biotech vets have posted on the thread, I see what you mean about the lack of scientists. I do still appreciate the lack of hype & dilution on the part of VICL mgmt. Perhaps I placed tooo much dependance on the DD of their partners. And as I think about it, while this is a valuation thread, I've looked at the size of the applications for their preventatives, but not on the potential revenue from the partnerships if the vaccines reach commercialization. So, again, ouch & thanks. Scott (or I could happily go into denial and assume you were just talking about ISIP & some others;) In the words of Tom Wait, "the piano has been drinking..."

To: scaram(o)uche who wrote (2708)	1/28/2001 1:37:59 PM
From: Spekulatius	Read Replies (1) \| Respond to of 52153

Rick << I've learned my lessons about bad-mouthing high-profile companies, and do it very selectively now. >> Well, many of these companies are not high profile anymore (both ISIP and LGND) come to my mind. This and related threads do provide a wonderful source of unbiased information for informed investors. I do not have the scientific background to differentiate good science from questionable one, so I limit my Biotech investing to the universe of companies that are discussed here. Its not replacement for doing my own research and diligence but its does provide a good insurance against being caught in questionable stocks. Without access to this quality information, i wouldn't invest in Biotechs at all.