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Biotech / Medical : Neurocrine Biosciences (NBIX) -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (754)	5/31/2001 10:43:23 PM
From: IRWIN JAMES FRANKEL	Respond to of 1834

Thanks, NBIX is hard for me. I probably understand the science stuff as well as most lawyers or accountants - but that is not good enough for making the investment decision. SEPR is different. There is enough information on a late stage pipeline that valuation models can be used. I can do that - I taught accounting in a prior life. I believe that it is an extraordinary value. I have suggested for some time that SEPR would trade from .5 X Fair Value to 2 X FV. We now have it selling for less than half FV, IMHO. As I like to say - time will tell. ij