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

To: Biomaven who wrote (4139)	6/16/2001 11:26:50 PM
From: tnsaf	Read Replies (1) \| Respond to of 52153

<<I'm starting to wonder if they aren't actually a safer long-term bet than MLNM. >> Peter, check the comparison below. I added a large non-biotech. I think these charts show the stocks are driven by institutions, whose preference may have changed in the last few months. Jason quote.yahoo.com

To: Biomaven who wrote (4139)	6/17/2001 12:18:57 AM
From: Larry Liebman	Read Replies (1) \| Respond to of 52153

Peter, I have a similar inclination as to HGSI. I finally bit the bullet and collected some at $65. I listened to the conference and felt it prudent to have a position. Do you have a sense as to INCY? I continue to have a small stake, but am tempted to throw in the towel, which historically has meant that we may be close to a bottom! These guys are doing $200 million/yr. in R&D, but in mid 2001, I would like to see more "practical" results from their efforts. I just have difficulty eliminating them from a portfolio based on valuation. Any thoughts?