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

To: biowa who wrote (2374)	3/22/2001 9:30:43 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 4974

[ market commentary ] "Late-stage but still developmental" business plans with enormous leverage, companies like NBIX, CVTX, VPHM (feel free to name others)....... at these valuations, put together a basket of twenty, and you'll only need one to hit to do great.. The trouble is, there aren't twenty to choose from. Some would list TTP and/or CBST. There have never been opportunities like this in the sector. That's not idle commentary from left field. Leverage of this sort is almost always is among the ultra-small caps, and late-stage projects that address huge markets have NEVER been available at discounts like this. I am diversifying like crazy, reducing risk among highly leveraged opportunities. I may be down tomorrow, I may be down next week. But I'm going to the bank big-time within two years.