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Biotech / Medical : The thread of life -- Ignore unavailable to you. Want to Upgrade?


To: MechanicalMethod who wrote (305)3/25/2002 11:02:44 AM
From: Mike McFarlandRespond to of 1336
 
Poke around on the Biospace.com website a few times.
Also www.signalsmag.com. Google for Nadine Wong
and biotech, I forget the name of her newsletter,
probably a few good ideas over there. MLNM is a classic,
but it'll probably poke well down into the $teens a few times
over the next several years, pretty high valuation for such
a young company, and there will be growing pains.

Lessee, magazines...
I followed articles in Forbes, hmm, second thought, that
lead to my greatest disaster, scratch that, heheh.
McCammant usually has a pick in Worth each issue,
avoid those too, ha!

Hmmm, you could follow the VD model portfolio here on SI,
whoops, second thought, those guys have had some bad luck
this year.

There are a handful of guys that frequent the biotech threads
on SI that make informatative contributions. Read old posts
in threads for biotech stocks that have done well, that might
help.

Finally, if you are not looking at Elan, remember to look
at it again in tax loss selling season.

All my stuff is more on the microcap preclinical end of the
spectrum, you don't want my symbols unless you want to
hold five years and sweat a lot. Frankly, I don't see how
people can hold the big companies--how do you ever finish
any DD?

Good luck...I am not the best person to ask that question.



To: MechanicalMethod who wrote (305)3/25/2002 12:00:54 PM
From: Extra PaleRespond to of 1336
 
If you are simply looking for symbols to follow then check out the portfolios at Subject 52126

If you are interested in learning about biotech investing then bookmark a dozen or more threads and follow them religiously for a few years...