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

To: puborectalis who wrote (559)2/14/1999 12:45:00 AM
From: jeffbas  Read Replies (1) | Respond to of 1073
 
Thanks for your advice Steve.

I was trying to get an informed point of view on to what extent the GENZ relationship insulates GZMO from many of the problems "the fledgling ones in early clinical trials" have -- lack of experience running trials and dealing with FDA, lack of money, lack of manufacturing, lack of marketing, lack of management generally, lack of access to other products if one fails, etc.

I argue that GENZ significantly reduces the risk to GZMO from all of these key issues, which is why I bought it. But I prefer an informed opinion to an uninformed one (me).



To: puborectalis who wrote (559)2/14/1999 2:02:00 AM
From: scaram(o)uche  Respond to of 1073
 
I used to, in the early days of SI, put a disclaimer, something like this, at the bottom of most of my posts.....

"Investing in biotech involves extreme risk. One should put together a basket of good companies, or not invest in the sector at all."

Nonetheless, many of those with expertise have done quite well.

Never ceases to amaze me that those without it choose to lend their $0.02.


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