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

To: JMarcus who wrote (9955)	1/7/2004 9:16:50 PM
From: Biomaven	Respond to of 52153

I actually own a (very) little ARQL in real life - don't know if that counts. But remember that the charity portfolio competition is very different from a real portfolio. For the competition you have to go with speculative stuff - not much credit for doing a solid job and coming in third. Also, particularly on SI, there's a lot of interbreeding (so to speak). People see each other's discussion and so there's a tendency to focus on the same set of favorites. There are some great-performing stocks we never discuss at all. For example, last week I was looking at risk-adjusted returns (return divided by volatility) for biotechs for the last 256 trading sessions, and the winners included some stocks we barely discuss at all (FLML, ABAX, BCRX, DIGE, ANPI). The two best were MOGN and ONXX which are discussed here. The 50 trading sessions winner was NRMX which I don't recall seeing discussed here at all. Garren's world does seem pretty disjoint from that of SI, so it's reasonable to look at the intersection. Peter