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

To: smh who wrote (5341)	1/5/2002 5:58:17 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 52153

"About one in five experimental drugs fails in patient trials,..." This quote was in the article on bioinformatics posted at Silicon Investor referenced in your post. If the quote is true and the definition of "patient trials" is precisely given, then we would have a powerful tool for "Biotech Valuation". I wouild appreciate any comments on the quote from experienced biotech investors. TIA

To: smh who wrote (5341)	1/6/2002 8:16:14 PM
From: Cosmo Daisey	Respond to of 52153

smh, The Gilder Biotech letter has been out for several months. It is written by Scott Gottlieb MD. The letter is well written and easy to read. It seems the letter closely follows the work of George Wolff who runs a research firm whose customers are institutions and funds investigating and investing in biotech stocks. George wrote "The Biotech Investors Bible" which I would highly recommend for anyone interested in bio investing. The book is the result of requests for reports he wrote on bio companies for customers so he decided to put them together in a book. (available @ Amazon) The letter is $250 a year and worth it if you can get one great stock from it. If you are interested I can post the current portfolio suggestions. cdaisey@gilder-is-great-com

To: smh who wrote (5341)	1/7/2002 12:34:43 AM
From: John Metcalf	Read Replies (2) \| Respond to of 52153

"Biotechnology is Not About Biology. It's about Information." -- G. Gilder This must have been written in the early days of compu-chem, or during the time CRA was in ascendency. Some of us here made money in those days, first in companies like ARQL, then in HGSI, INCY, and Celera. But now.... well, biology seems to be a little more complex than current informatics. If the market goes to hell for another year or two, Gilder will be writing a newsletter on Love (that's what poor folk live on, because that's all they have). And he'll be saying it's not about love, it's about information -:)