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

To: tom pope who wrote (8283)	5/7/2003 12:27:36 PM
From: Biomaven	Read Replies (4) \| Respond to of 52153

I still need to re-examine the numbers on which of DOVP or NBIX is a more leveraged play on Indiplon. In general biotech bargains are harder to find these days. I've been in a more conservative posture and still haven't fully re-deployed some large holdings from last year that are now all gone (SCIO, ITMN, IGEN, NTII). OTOH, sitting earning 1% is also not that appealing. Of course if we get deflation, 1% might look attractive. I was actually looking again at TIPS - the inflation protected Treasury instruments. You get about 3% over inflation, but you are protected against deflation in that the inflation adjustment is capped (bottomed?) at zero. I might yet end up with the strangest portfolio in the US - part ultra-risky biotechs, part foreign bonds and part ultra-safe TIPS. Peter