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

To: Biomaven who wrote (9954)	1/7/2004 6:42:32 PM
From: JMarcus	Read Replies (1) \| Respond to of 52153

Peter, thanks for joining the Biotech Stock Picking for Charity - 2004 contest. Subject 54496 It is most interesting to see where some of the leading biotech lights reach consensus on a stock. I've analyzed the picks of yourself, Rick Harmon, and tuck (the 2003 winner), plus the model portfolio of Ron Garren. There is no single stock that is on all four lists. But there are four stocks on which at least three of you agree, as follows: ARQL (Garren, Rick, tuck) CTIC (Peter, Rick, tuck) GENE (Garren, Peter, Rick) MYGN (Peter, Rick, tuck)

To: Biomaven who wrote (9954)	1/7/2004 6:55:39 PM
From: John McCarthy	Read Replies (1) \| Respond to of 52153

Peter - Any thoughts on whats driving GENR? regards, John

To: Biomaven who wrote (9954)	1/7/2004 7:44:45 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 52153

Macro Economics, by some very smart economists. Sustained Budget Deficits: Longer-Run U.S. Economic Performance and the Risk of Financial and Fiscal Disarray Paper presented at the AEA-NAEFA Joint Session, Allied Social Science Associations Annual Meetings, The Andrew Brimmer Policy Forum, "National Economic and Financial Policies for Growth and Stability", January 5, 2004 Peter R. Orszag, Senior Fellow, Economic Studies Robert E. Rubin, Office of the Chairman, Citigroup Allen Sinai, Chief Global Economist, Decision Economics, Inc. There is a link to the entire paper from this site. brook.edu