SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (20899)3/17/2005 9:31:37 AM
From: Bob Rudd  Read Replies (1) | Respond to of 78717
 
Madharry wrote: <<Its like the whole industry has been taken out and shot.>>It's become clear to investors that even with established drugs, they're doing 'Riverdance' thru a minefield. Drugs under development are even more of a crapshoot. Instead of rationally weighing risk/reward for the use a drug, they're taken off the market or slapped with dire warnings that physicians dare not ignore [malpractice]. The FDA is taking big heat over the cox-2's and other flubs, so scrutiny and caution [read higher approval risk & cost] is all but certain. Under these circumstances, it's understandable that investors are demanding higher risk premiums.



To: Madharry who wrote (20899)3/29/2005 11:49:59 AM
From: sjemmeri  Respond to of 78717
 
On Biotech valuation board, a starter list of bios near or below cash:
Message 21178060.
Note that these are not net of debt but buying bios at these levels has yielded nice trading returns in the past.