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

To: Biomaven who wrote (9626)	12/1/2003 7:29:54 PM
From: tom pope	Respond to of 52153

I think they lost their magic touch I remember I lost mine on or about 3/10/00. It thinks it came back this year, but I don't trust it.

To: Biomaven who wrote (9626)	12/2/2003 9:34:25 AM
From: rkrw	Read Replies (1) \| Respond to of 52153

<<I've never held ICOS - too scattered for my taste - I just didn't believe a company that size could perform well in so many areas. But every indication is that Cialis will do well, so I think that you are correct that Avalon will not recover their losses any time soon.>> Too scattered for my taste too, but I've been long since they dove after the approvable letter. I think it was the guy from Orbimed who recently said cialis at $1B/year, icos is fairly valued. At $2B icos is a buy. I'm better on closer to $2B.