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


To: Biomaven who wrote (6485)6/6/2002 11:03:10 AM
From: Ian@SI  Respond to of 52153
 
I went out for a run and came back to see that ICOS is now a teenager.

Sitting with an approvable letter for CIALIS, this would appear to be a major opportunity. But then I thought the same at $25...



To: Biomaven who wrote (6485)6/6/2002 11:21:19 AM
From: quidditch  Respond to of 52153
 
So, Peter, in this winter, spring and (no doubt) summer of our discontent (has any one yet done what the treasurer of El Paso Electric, I think, has done?--no response required), what are you nibbling at here? It would seem, unfortunately, that there is a vast, unending cornucopia of BT offerings on sale at prices that seem to become ever more attractive, with the ironic implication (for those of us who are not heavily into cash) that these fruit sit increasingly beyond our reach.

ITMN, SEPR, CRXA, ELN, VPHM, ISIS??

quid



To: Biomaven who wrote (6485)6/6/2002 3:14:00 PM
From: IRWIN JAMES FRANKEL  Read Replies (3) | Respond to of 52153
 
ELN - In valuing ELN how do we figure in the LYON's with the poison put? It just seems that the lower the stock goes the greater the dilution caused by the put. That fact has kept me on the sideline despite thinking that a price of 6 is nuts.

ij

Disclosure: No position currently



To: Biomaven who wrote (6485)6/7/2002 4:43:43 AM
From: LLCF  Read Replies (1) | Respond to of 52153
 
Nibbled on some ELN and INCY today.... MLNM tomorrow I suppose. This seems to be getting utterly ridiculous in biotech. Amazing that the broad market is still so damn high and richly priced. I'd love to short the S&P to fund long positions here. This is mayhem. Do I really see GZMO trading lower than it ever did?? INCY too??? Obviously you've got people in these stocks that never really believed.

DAK