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

To: LLCF who wrote (6106)	4/8/2002 1:36:19 PM
From: Biomaven	Read Replies (4) \| Respond to of 52153

DAK, Nobody had ever heard of Fulcrum before they came out with a negative prediction for the VPHM AC meeting and were (not too surprisingly) proved correct. I think they have less chance of another winner with their Amevive prediction. My guess (and it's no more than that) is a 2:1 shot for a favorable (but not unanimous) AC recommendation. Right now biotech is very vulnerable to the shorters, whether or not they are informed or not. ITMN is a good example - there have been numerous short-inspired rumors/allegations, all of which have so far proved wrong or irrelevant. Peter