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

To: Miljenko Zuanic who wrote (6603)	6/21/2002 8:55:52 AM
From: Harold Engstrom	Respond to of 52153

Thanks Miljenko. It has been a year since I looked at HGSI - my sense a year ago was that they were trying to set up the infrastructure of a fully-integrated biopharmaceutical but that they hadn't done a great job of qualifying their candidates (applying the sharp knife that you often use!) With respect to post 6604, the issue becomes not whether you can replace the company for the same market cap but whether it is worth doing so. I might disagree about whether you could do so, too. H