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

To: JungleInvestor who wrote (4333)	7/19/2001 2:16:01 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

>> with at least a few obtaining or near final approval << I'm not good at that. Miljenko is, and he'll be back from vacation soon. I focus on early-stage R&D that is (1) discounted substantially relative to what it would cost for installation at a pharma, and/or (2) very highly leveraged. I construct leveraged baskets of big-science companies. This is the traditional approach to biotech investing from the days when there were no products. It works. There's a post -- somewhere in this thread, but I can't find it -- that summarizes a viable approach to biotech investing that has worked for 20 years. I'd recommend about two years of study before striking out on your own in biotech. The "T/FIF" threads here at SI are decent places to begin, if you want to study the small caps........ Subject 33643