SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Cadus Pharmaceutical Corp. (KDUS) -- Ignore unavailable to you. Want to Upgrade?

To: BulbaMan who wrote (623)11/16/2001 2:35:33 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 1833
 
DFA as in "Dimensional Fund Advisors"??

Drool.

Let's point them to BMY's shares, in the event that BMY is going to do their insanity thing again this year.



To: BulbaMan who wrote (623)11/16/2001 2:40:20 PM
From: scaram(o)uche  Read Replies (3) | Respond to of 1833
 
let's define the perfect biotech:

1. lots of cash

2. leveraged on hot science (e.g., GPCRs)

3. low burn

4. experienced management

5. potential milestone and royalty income that is large relative to capitalization

Anything else?

Now, let's define the DREAM biotech investment........

1. All of the above, selling at a 50% discount to that non-burn cash.

Anything else?


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News