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

To: tuck who wrote (5894)	3/13/2002 12:03:58 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

I didn't have any problem with the old Coulter, but I never have liked CRXA and probably never will..... science with blinders, IMO. I agree with you on GNSC. Caveat is that I know NOTHING re. how they get from 180 genomes via math to associations between efficacy/toxicties. I understand what they're trying to do, but not how they do it. If STRENGTH I is positive ("for reals"), the stock goes through the roof. If it's negative, I believe that the databases, existing deals, HAP typing facility and cash are worth the current capitalization. Huge selling pressure. Other cheap stuff..... as usual, I'm focused on Axiom and any potential advances there that might impact KDUS, etc. With ASCO coming, shorts are hitting TLRK, and I am watching for an op to trade in the money August calls. I just don't know what the strike will be by the time that the trigger goes...... could be lower than those offered now, for all I know. Also watching leaps (2004) for ELN, and other out of favor stuff (DDDP, KOSN, etc.). Whoever is buying through B-Trade can't get enough NBSC. The trouble? "Out of favor" is entrenched, and VCs that haven't done well post-IPO are still exerting intense pressure. We had a gaggle of lousy VCs enter biotech about 5-8 years ago, and they have let depression overcome vision. Cash looks good to me, but ASCO is coming. Or, perhaps I should say "cash looks good to me, and ASCO is coming. :-) edit: yes, cash always looks good to me when the sector is over heated, and it's certainly not over heated now. Several outstanding small caps are dirt cheap. I just don't see sufficient buying interest to move me off dime at the moment. Could change any minute.