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

To: Biomaven who wrote (10112)	1/22/2004 3:43:46 PM
From: Biomaven	Respond to of 52153

To return to on-topic, I've been slowly making my way through some of the JPM archived sessions. The keynote address on demographics was interesting - it's clear that the demographics imply that health care is going to be the industry with most increase in demand over the next many decades. (I still don't understand why advertisers focus so much on the under 50's in the TV audience.) The keynote on patent issues was also interesting. It encouraged me to take a look at the presentation by IVX and I actually bought some. The combination of increased demand (see previous paragraph) and tighter budgets must make the generic industry a long-term winner. Sounds like the latest legislation will reduce litigation some, which should also help. In fact a strategy of being long generics and pipeline-rich biotech and short big pharma seems like a very interesting long-term play. Every patent expiration (or successful challenge) helps, and pharma seems incapable of replacing these existing products with its own home-grown replacements. Peter

To: Biomaven who wrote (10112)	1/22/2004 4:31:15 PM
From: zeta1961	Respond to of 52153

<<Nurse, bending over patient in hospital bed, showing him some buttons on the side of his bed: "Now this button calls a nurse, and that one calls a lawyer.">>>> My last post on this OT...just couldn't resist Peter!...ha, ha...using us nurses for your NYer gag success!:) If it's not the doctors, it's the lawyers or it's the patients' families that release their vitriol about the doctors and the lawyers on our empathic nurturing laps...we'll never be safe!:):):) PS...many a doctor has avoided the courtroom because of nursing proactions for physicians...really...ask any ER, critical care resident...they just had to initial their "orders"...it saved the kid and his/her license...