Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Biotech Short Candidates -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (150)	12/22/2001 6:41:24 PM
From: tuck	Read Replies (1) \| Respond to of 897

In going through my lists, it seems the market has done a pretty good job of weeding out obvious crap companies in the non-1st tier biotech world. Meanhwile, the majors are looking awfully pricey for their prospects. I mentioned AMGN, there's also Genzyme, and perhaps BGEN. Seems backwards, but that's the way it looks to me right now. While awaiting thoughts, I'll add all three of those to the list. I'll subtract CEPH and LGND, and add GLFD. I haven't followed them for a while. I remember thinking that management was financially savvy. I don't know what to make of of the Gliadel Wafer's prospects; I remember that they were trying to expand the label. That their most ambitious program -- the neurotrophins -- has had a major stumble that didn't help AMGN either. I know Stuart Silen follows the company. Cheers, Tuck