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 : T/FIF Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: N/E PATSFAN who wrote (172)	10/27/1998 12:33:00 PM
From: scaram(o)uche	Respond to of 1073

[ off topic ] Hey, NEPF, good to see you here! Good to see so many new contributors to the thread in general. ENMD...... interesting post to the Yahoo thread. It even had the ring of truth to it, that it might actually derive from the Folkman lab. The lack of price follow-through is evidence that sanity has returned to the momentum play for biotech? The question now.... will ENMD surrender its premium relative to other biotechs, or will a rational valuation of research premiums bring others up to a ENMD-like valuation? To borrow from this post (values are as of 10/17, not updated!!)....... exchange2000.com LGND, 21.8 ICOS, 19.6 ENMD, 8.9 AMGN, 8.9 BGEN, 8.4 SIBI, 1.2 PCYC, 2.4 NPSP, 1.4 ARIA, 1.8 NRGN, 2.0 BTRN, 0.7 Ray? Who's Ray? ;-) We sure could use those Cunningham screens right now. There was nobody else out there trying to do what he was doing with the success that he was having at times. Last Spring, Ray's lists and biotech were a magic mix. Cheers! Rick