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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (4729)8/20/1998 7:16:00 PM
From: Bob Rudd  Respond to of 78627
 
Mike: Medical-Thanks for the write up on Incyte. I would also like to also hear your opinion of Agouron, a process oriented developer of pharmaceuticals using genetic analysis. I tend to view the process oriented approach as being potentially more productive and less risky than than single bullet biotechs. The recent sell-offs won't put this on any bargain screens, but it looks like a relative value in the biotech arena.

Thanks for your opinion,
Bob


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