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


To: JEB who wrote (873)8/19/2001 2:26:09 PM
From: Captain Jack  Read Replies (1) | Respond to of 1137
 
Yes-- and every day there is more talk of 'fundamentals', P/E,value, and "EPS' & etc along with many other things. It is the good companies, NOT the players that grow. Are you aware the best performing funds over the past 20 years were drug/bioT? Like up 4000+% vs 2000+%? The fund mgrs are loking at the things mentioned not how much debt they can lend. Many companies grow and are on good terms with WS not just the banking. Granted, one can get some nice ratings for banking business,,, but fewer look at that today than last year or last week. Running a good company is a business! Running one with strong ties to WS is an art. Few CEOs are adapt at doing both (Gerstner-Welch) and most good CEOs of sm/mid caps hire someone that is an expert to see to SH equity.