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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Pseudo Biologist who wrote (3843)1/4/1998 2:41:00 AM
From: Andrew H  Respond to of 9719
 
Yeah, all good points, PB. Perhaps his lack of enthusiasm can be taken as bullish. We have all been depressed enough. (:>)



To: Pseudo Biologist who wrote (3843)1/5/1998 2:47:00 PM
From: biowa  Respond to of 9719
 
MPB,

>>One more point, put yourself in Lind's shoes trying to explain to clients why the sexy biotechs are flat or down while the boring, safe pharmas (MRK, BMY, LLY, etc.) are up 40-50% since the beginning of 1997.<<

I think you hit the nail on the head. A biotech analyst can only take the heat so long in a down sector before the salesforce/trading room starts bitching big time.

biowa


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