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


To: Biomaven who wrote (6110)4/8/2002 2:00:16 PM
From: Jibacoa  Respond to of 52153
 
VPHM isn't doing too bad today.<g>

Message 17300287

RAGL

Bernard



To: Biomaven who wrote (6110)4/8/2002 6:55:19 PM
From: LLCF  Read Replies (1) | Respond to of 52153
 
<<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.>>

Up untill last year I was in partnership with a group in Chicago that was also partners with a "Fulcrum"... option traders but use fundamentals to predict volatilities. I talked with them about this in biotech and FDA meetings, etc. The partnership that backs them is involved in a startup biotech company, and maybe they look at that as synergy.... hmmmmm, I'll see what I can find out. If it's these folks, they must have hired someone who knows biotech and stolen my idea. I'll see what I can find out about them.

DAK



To: Biomaven who wrote (6110)4/8/2002 7:26:54 PM
From: Jacob Snyder  Respond to of 52153
 
To all:

I have no current biotech position, but am thinking (after watching and doing nothing for years), that the sector is finally getting mature enough to consider these stocks as investments, rather than gambles.

However, I don't think I'm smart enough to pick individual stocks. I'm looking for a low-fee biotech index fund (not actively managed, as I see no reason to pay someone else to make random guesses, I can do that on my own). Is IBB (an exchange-traded fund) the best for this? Any others like them?

The other question is, what's the feeling about whether this sector is anywhere near bottoming? I realize it's impossible to know, even approximately, so I would buy in increments, and then probably sell my higher-cost lots on subsequent rallies, in case there are later lower lows. But now, with IBB near where it has repeatedly stalled over the last 2 years,
stockcharts.com[h,a]dahlnyay[df][pb50!b200!f][vc60]&pref=G
seems like a place to be doing some bottom-fishing (or falling-knife catching).



To: Biomaven who wrote (6110)4/9/2002 9:44:20 AM
From: Elmer  Read Replies (1) | Respond to of 52153
 
Hi Peter,
Could you and others share any ideas on which biotech stocks represent the best risk reward right now. I have a few bucks to add to stocks but have had most of my traditional ideas blow up in the recent malaise.

Regards,
David