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


To: Mike McFarland who wrote (5610)2/2/2002 1:52:16 AM
From: keokalani'nui  Read Replies (1) | Respond to of 52153
 
Thank you for asking! Of those you mention, I own some kosn maxy lsbc and rigl. I recently finished buying positions in kosn and rigl, and they are the only two just mentioned that I intend to hold on to for a while. I would like to understand sangamo better. I know nothing about durect genecor cepheid and virologic. And I would not be buying the home team zymo. It is a good rule of thumb to wait at least a year after a BT IPO and be sure to enter below the IPO price, which after a year is usually not hard to do. Thus, this is a good time to scoop up the best of the class of 2000/2001.

But there are much better investors around these parts with deeper understanding than me. Hope to hear from them too.

Wilder