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


To: Biomaven who wrote (3580)4/25/2001 6:00:48 PM
From: Torben Noerup Nielsen  Read Replies (2) | Respond to of 52153
 
A small snippet lifted from a news story (I lost the thread so I already forgot who said it...):

"This is a theme that I think investors are missing, because as tech and retail companies continue to warn about profit shortfalls, there are no revisions in the drug area."

Yes, yesterday and the day before were bad. Especially if you owned Sepracor (and I have a healthy amount of that too so I got mangled along with everyone else). But I still feel fairly comfortable holding it. If I owned Lucent, Intel, Nortel, Cisco or any of those, I would have problems sleeping at night. Most of this week, it's merely been unpleasant surprises after I wake up :-)

Torben



To: Biomaven who wrote (3580)4/26/2001 7:13:14 PM
From: Michael Young  Read Replies (2) | Respond to of 52153
 
SCIO on fire lately.

The failure of DNA's CHF drug really boosts the prospects for Natrecor.

MIKE