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

To: Miljenko Zuanic who wrote (2315)	3/1/2001 1:44:37 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 4974

>> Agouron had strong move because at the time there was nothing else to bet on it. Today we have different picture. Many bios entered race. << Agouron moved in response (and in proportion) to projected sales of Viracept. The same thing would happen if ICOS were to bring forward a successful PDE5 inhibitor tomorrow. It's easy to get depressed and suggest that market mood will hold an issue back in the face of good news. But, if the good news is a major clinical success, it just plain won't happen. If there are twenty major successes in the clinic, twenty stocks will kick up their heels.

To: Miljenko Zuanic who wrote (2315)	3/2/2001 11:24:13 AM
From: biowa	Respond to of 4974

Miljenko, > My appetite is much bigger. Let say 100-200% annualized Likewise, my appetite. But I was making a statement and didn't want to be directional correct and numerically wrong 2 years hence. <g> Since most of the mid and small cap bios are still primarily clinical development plays, I had better earn 30-35% over the long-term on a decent portfolio. (for earlier stage, and this includes most genomics cos, I'd be looking for 40% plus. Of course, if I think I'm smart, I hope that I can exceed those hurdle rates. biowa