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

To: Biomaven who wrote (4961)	11/19/2001 1:09:23 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

Anybody notice that Peter emphasizes that the good scientists all post with anon handles? Good luck, all!! Paul

To: Biomaven who wrote (4961)	11/19/2001 1:43:55 PM
From: JOEBT1	Respond to of 52153

Peter--Congratulations! A richly deserved recognition of your knowledge and analytical skills. Thank you for your many posts--I followed you into SEPR and ITMN and have benefited greatly from your posts. You're a gentlemen of the first order. Joe

To: Biomaven who wrote (4961)	11/19/2001 2:39:22 PM
From: Mark Bong	Respond to of 52153

Peter Said. "The biotech market had a bubble that peaked in March 2000. I had some very significant short-term gains that I didn't take because of taxes and because biotech fundamentals were improving (in particular balance sheets were dramatically improving). I did take some profits, but I should have cashed out more, or at least hedged better than I did. Selling at the peak would have yielded me a gain of around 200% for the three months." Boy, can I relate to that statement. Next time, lets hope that we DO NOT FORGET this very important lesson! Nice to see you receive some well deserved recognition, Peter. Happy Thanksgiving. Mark

To: Biomaven who wrote (4961)	11/19/2001 3:24:27 PM
From: John Metcalf	Respond to of 52153

Congratulations, Peter. Too bad you were tied up with Forbes, as MetWest had to settle for Mr. Secondbest: biz.yahoo.com Former vice president Al Gore has joined Metropolitan West Financial, a holding company that encompasses Metropolitan West Asset Management, the firm announced today. Gore will serve as a vice chairman for MetWest. In this role, he'll help develop private equity strategies in the biotechnology and information-technology fields, as well as advise on international markets.

To: Biomaven who wrote (4961)	11/19/2001 5:19:12 PM
From: Elmer	Respond to of 52153

Terrific interview, Thanks David

To: Biomaven who wrote (4961)	11/20/2001 5:42:43 AM
From: scott_jiminez	Read Replies (2) \| Respond to of 52153

Very impressive, Peter. Not quite sure what you meant by that pseudonym comment though <v,VBG>. Ron. [A suggestion from a neuroscientist: keep up with the NSAID/COX-2 inhibitors <-> neurodegenerative disease story. The McGeer's original longitudinal study finding attenuated disease subsequent to extended NSAID treatment is gaining support on a fairly broad front. Demographics suggest a significant reward for additional applications and/or novel discoveries in this field. Extreme caution must be exercised, however, in extrapolating peripheral (i.e. non-CNS) data to degenerative (or demyelinating) diseases of the brain.]