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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (76952)	6/11/2002 5:15:34 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

Actually, the head count for CHF and psoriasis is about the same (5 MM for CHF and 6.5 MM for psoriasis), however, CHF is life threatening, psoriasis is not, so you are right. My problem during the current "malaise" with VSV is that it belongs to the group of promising companies that are under financed, and whether their prospects are bright or not, I fear that the current treatment of the sector (equivalent to the dot.com treatment last year) will drag it down, that in turn, might inhibit their ability to raise additional funds without undue dilution. It may be safer to look at it later this month, but I am not sure of that. The bioteks now have a perceived endemic problem, and they are taken one after the other and shot in the back yard. The best proof is that only in this sector I am getting a bunch of OB's filed, and despite the fact that these bids were "outrageous", I am getting murdered on them (today's sorrow story includes IDPH, AMGN and GENZ, luckily, on the last two, I have built some cushions, but IDPH, well, maybe I'll become a "long term investor???? <g>). Zeev