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

To: WhatsUpWithThat who wrote (12130)	6/21/2004 5:01:04 PM
From: tom pope	Read Replies (1) \| Respond to of 52153

Thank you WUWT.

To: WhatsUpWithThat who wrote (12130)	6/21/2004 11:05:45 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Thanks, WUWT. This set may well be the best place to look for bargains right now, with the important caveat that lockup release is still ahead for most of these. We really need to look at them systematically. Most of them I know nothing about. I do know a little about DVAX, and I think it is well worth keeping an eye on. We've discussed SNTS here recently. TRCA is also interesting - seems like a fairly low-risk play. I wish I had a better handle on whether INSM is a serious competitor for them, though. Any others that people have looked at? Peter