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Strategies & Market Trends : The Rational Analyst -- Ignore unavailable to you. Want to Upgrade?


To: Susan Saline who wrote (1015)5/27/1998 11:41:00 PM
From: Scott H. Davis  Read Replies (1) | Respond to of 1720
 
[Thanks for TTNP response and biotech clarification] Risk/reward with biotech is a 3 fold thing: TA, the sector, and combination of:

the number of items in the pipeline
the progress thru clinical trials (both safty and efficacy issues)
cash burn rate/funds to fund clinical development and trials.

I don't expect anyone else on this thread to assess the later portion (while if there were some biotech vets, I would always welcome additional perspective, my biotech expertise is a relative concept at best)

But that is in essence the nature of the RA thread - trying to synch multiple modes of analysis,and people contributing in areas where they have expertise, while seeking to learn in some areas where they need to improve. Scott