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


To: BulbaMan who wrote (4980)11/20/2001 8:41:06 PM
From: keokalani'nui  Read Replies (2) | Respond to of 52153
 
Others will know better than I.

I have no idea who has better performance, but I prefer watching orbimed just because they are more likely to have a position or close one out in a stock I own or am interested in. Merlin is a little too big and may own some pharma, and will surely have lot of idec, medi, dna and so on. BVF often does not hang around a company long enough to draw any long-term conclusions about how they assess the technology; which is what I am after. BVF definitely has an eye for bargains though.

Thanks for the Oracle suggestion.

Wilder