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Biotech / Medical : Biotech Stock Picking for Charity - 2006 -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (427)	6/27/2006 9:40:10 PM
From: tuck	Read Replies (1) \| Respond to of 592

OT>>> re World Cup OK, compromise. How about here? Subject 33524 Or do I get to post climbing commentary on the SEPR thread? Too bad DSCO probably won't truly right itself before next year, if ever. At least ENCY has that chance. Cheers, Tuck

To: quidditch who wrote (427)	6/27/2006 10:00:13 PM
From: The Dodgy Ticker	Read Replies (1) \| Respond to of 592

Well, I've been checking fairly regularly, and today's the first day that I think NOBODY's contest portfolio didn't go up. Guess the bottom will come when everyone hates biotech stocks. BTW, I heard today that the new paradigm for finding value in biotech (and pharma) stocks isn't which ones will be able to get FDA approval for their drugs, but which ones will be able to get the HMO's to pay high enough prices for their approved drugs to make the drugs worth developing. Looks like it's going to get interesting!