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

To: Biomaven who wrote (3177)	3/23/2001 4:40:23 PM
From: Ian@SI	Respond to of 52153

My guess is that when there was heavy institutional buying for the last hour yesterday, the shorts once again realized that they can't get free money forever. Indiscriminate shorting is probably just as dangerous to them as to the buyers of the Internut bubble. And shorting ALXN well below its cash value / share while it still has a very high potential pipeline probably is a very difficult way to make a buck. Similar statements could be made for every other great prospect in the tables published on this thread during the past few days. Just my WAG, Ian.

To: Biomaven who wrote (3177)	3/23/2001 4:48:04 PM
From: keokalani'nui	Read Replies (2) \| Respond to of 52153

I have never seen discussion of IMCL here or generally on SI. To be sure, it would be hard to improve on the Yahoo thread--but it is sooo worshipful. And I have learned there is one investment criteria to be paid attention to: where there is no sophisticated sponsorship from this crowd, one should well be sure of oneself or be prepared for pain. With its colorectal (and pancreatic? H&N?) results coming up for presentation and dissection at asco, would anyone have any cautionary or recklessly positive thoughts about C225? I can certainly see there is a fat relative valuation, but if it works, things could still be quite yummy. If my situation is important to get a response, I am long IMCL at lower prices. But it would hurt dearly to be immunexed. As ever, grateful for the welcoming spirit that lives here. Wilder