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

To: Harold Engstrom who wrote (6123)	12/10/1998 8:03:00 PM
From: Pseudo Biologist	Read Replies (1) \| Respond to of 9719

Harold, re. <<You guys have done a very good job>> Agree with everything you say, except "you guys" should be directed to V1, RMan, Cytokine1, certainly not me -g- The cover story of BioCentury this week has an interesting discussion on the issues of funding, size, etc. Very interesting reading, and very relevant to the differences in valuation seen these days for biotech companies. Big bios "became" drug companies and started to be valued as such. Investors in big bios this year (GENZ, BGEN, AMGN, etc) have done quite well. PB