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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: Harold Engstrom who wrote (8719)4/4/2001 9:50:09 AM
From: scott_jiminez  Respond to of 9719
 
<<Most companies have tremendous upside and the downside for many is limited by their strong financial position.>>

There's little argument against that perception.

I would venture to assume that countless investors with an equity stake in stocks of numerous other sectors, especially high tech (where, most often than not, an extended history of substantial earnings actually exists), would voice an equally legitimate, if not more justified, claim.



To: Harold Engstrom who wrote (8719)4/4/2001 1:37:57 PM
From: Rocketman  Respond to of 9719
 
I agree! V1 is still picking for success. Given the ugly capital markets those big war chests are the key for the biotechs. These companies will be able to wait out the recession. Plus, INCY revenues are still mostly from long term contracts with the big pharmas who aren't going anywhere, thus I wouldn't expect a revenue dip.

Yeah, I'm still out here lurking and watching on occasion. I'll try to drop by more often.

Rman