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


To: Biomaven who wrote (17095)6/17/2005 7:25:55 AM
From: Robohogs  Read Replies (1) | Respond to of 52153
 
Well at least CBST helps your charity portfolio. <g>

But seriously, do you think the gains in CBST and OSCI hold? MNTA is different than the other two but the other 2 are playing off of the MICU deal and euphoria may fade.

Jon



To: Biomaven who wrote (17095)6/17/2005 3:11:07 PM
From: DewDiligence_on_SI  Read Replies (1) | Respond to of 52153
 
I'm prepared to go away on 3-day trips to the West coast more often if this is what they produce! MICU (moderate position), MNTA (good-sized position), OSCI (moderate position freshly added to) and the rest of the biotechs as well.

Congratulations on your profitable holdings! But you might have bought GTCB, too, when I touted it on this board May 4 – it is up more than 80% since then.

(May 4 was the date GTCB’s CEO announced in a webcast from Paris that the European regulators were coming to Massachusetts to inspect GTCB’s production facilities, which is usually one of the last steps before approval in the drug-review process.) Regards, Dew