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

To: scaram(o)uche who wrote (4396)	8/1/2001 2:37:26 PM
From: tuck	Read Replies (1) \| Respond to of 52153

Rick, >>You look at a broader spectrum of "company types" than I do. I focus largely on small- and mid-cap development-stage companies with a primary focus on therapeutics. The only fundamental for these companies is the supply of viable projects and the quantity of dollars chasing them.<< Indeed, "historical" or "statistical" might be a better word choice. I'm thinking here of that fundamental driving pharma stock prices. Peter has noted the relationship of pharma stock prices to biotech stock prices. So the fundamental is indeed indirect. I'm drying out powder in part to be ready for BLUE H opportunities, per point #2. In part in preparation for another road trip, followed by jury duty. Then there's the idea implied in your post concerning trickle from all that private sector funding. Some of that will be spent on deals with/products of public companies. Pharma capex spending should be ramping up in about two months, too. Cheers, Tuck