Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Andrew H who wrote (4503)	3/31/1998 5:06:00 PM
From: biowa	Read Replies (2) \| Respond to of 9719

!Kung, >>But the last 2 days brought us about 5 inches of snow, so now everything is white.<< At least its only rain by the time it downslopes to us. Rman hit the nail on the head when he spoke of transgenics cos. streamlining development times, but I think it applies to much more broadly than transgenics. IMHO, the big evolution in biotech/pharma going into the next millennium is going to be the economization and acceleration of lead and clinical development efforts. This is going to take advances in numerous areas and significant organizational rethought, but the players who first put this together IMO should win BIG. Now, the trick for us as long-term investors (as anyone left in this sector must now honestly consider themselves) is to figure out which companies will provide the pieces that those players will need. biowa

To: Andrew H who wrote (4503)	4/1/1998 4:27:00 AM
From: Rocketman	Read Replies (2) \| Respond to of 9719

Hey, we have winter. In fact there was snow on the local peaks just in the last week. I can even think of at least six times that we had frost. And, the rains were monsoonal at times this year, 24 of 28 days in February. But, the flowers are blooming, the birds are singin' and the sun has been shining (a lot at least). California has seasons: mudslide (winter), drought (spring), firestorm (summer) and earthquake (fall), but they just aren't always so neatly in order. Enjoy the melt! Rman