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

To: ftth who wrote (1114)	6/9/1998 9:36:00 AM
From: Scott H. Davis	Read Replies (4) \| Respond to of 1720

[Biotechs and a reply to Dave H.] I was responding to Dave about his start on understanding biotechs, and the application of FA to biotechs. I was about to hit "send" when I thought it might be beneficial in taking this public. So here goes.. Dave, with very few currently profitable biotechs, FA becomes relatively moot, other than looking at cash position, cash burn rate, phase in clinical trials, when they're expected to turn positive. EPS upside surprises are generally when they loose less than expected, or a milestone or licensing payment comes in & gives a QTR a boost. To All: At one time this spring, I was preparing to do a series of posts about biotechs in general, and some in particular. Ended up consuming a lot more time than I expected and I droped it. So my question is, is there a significant amount of interest in my doing a series on biotechs? Not trying to imply I'm an expert in the field, but I could share what I've learned, related articles, and perhaps start something others could contribute to. So, should I? Scott