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

To: Biomaven who wrote (8753)	6/24/2003 10:29:58 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

into the teeth of this sharp, thus-far-moderate correction, there are a couple of "let the bets roll" success stories today..... the DYAX deal with Genzyme (boo!! hiss!!), and the validation of AMEV by Lilly.

To: Biomaven who wrote (8753)	6/24/2003 10:35:07 AM
From: Biomaven	Read Replies (2) \| Respond to of 52153

While not wanting to rehash any previous discussions, I do want to correct any misperceptions I might have left. While I generally don't invest any substantial amount in any single third-tier biotech, I do own a substantial number of them, and so overall I do have a substantial holding in them. I don't tend to talk about them much though, partly because third tier stocks call for more DD than normal and I generally do less DD than for my bigger holdings - only so much time in the day. Sometimes I am simply piggybacking on some friend's research. Some of my bigger current holdings in micro-caps: KDUS, KOSN, AMEV, CIPH, DOVP, CIPH, CNCT, POZN, DSCO, ALT Peter