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

To: tom r. phillips who wrote (8342)	5/12/2003 3:08:09 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

Tom, I must confess to never having followed Xoma that closely, and didn't even know they were trying Raptiva for RA. I was always dissuaded by Xoma's P/P ratio (ratio of posts on SI to stock price <g>). All else being equal, you are more likely to make money on under-followed biotechs than over-followed ones. I already spread myself too thin for maximum efficacy. If I was motivated by bottom-line numbers only, and I had the discipline, I'm sure I'd do better if I focused on fewer companies rather than my present dilettantish approach. (Of course I don't really have the scientific background to delve too deeply, but I'm good at getting a quick superficial grasp of stuff, so partly I just do what I'm good at). I still have concerns about Raptiva for psoriasis - Enbrel is taking a chunk of the market and Raptiva is coming late to the party (and that's assuming the FDA doesn't have any concerns about rebound/safety issues). Peter