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


To: LLCF who wrote (592)2/18/1999 11:13:00 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 1073
 
market cap to book ratio. this thread is devoted to good-science companies with a low ratio.

>> Any interest in an options thread featuring an FDA calander for unusually important upcoming decisions to play options? <<

at least two S.I. biofreaks are interested big-time, John Dwyer and Peter Suzman. It would also be a cinch to hook John Metcalf on that one. In particular, John Dwyer was working on a formal model, predicting stuff around FDA pivotal stuff. I wouldn't participate much, but I might try to abscond with the take-homes.

If you're asking if we'd be interested in seeing your observations (and discussions relating to them), I'm certain that the answer is a resounding yes. Other threads that would welcome such discussion would be the VDXX or BVF threads.

I wouldn't count on a dime from myo.

Good stuff. One comment.... there have been lots of bad bets placed on biotech, including many bad ones. But we will never suffer from having noted them. Thanks.