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

To: jeffbas who wrote (636)	2/28/1999 4:00:00 PM
From: John Metcalf	Read Replies (1) \| Respond to of 1073

I agree, Jeffrey, and prefer your analysis to Murphy -:) One small cavil: amongst platform companies, like MLNM (or SNAP, or SIBI, or many others), funds are expended on the development of tools and research into an area. It would be a mistake to allocate that expense to just one product, or proportionately amongst several. E.g., MLNM is spending money to create pharmacogenomics, a very broad field. I would argue that program has value, by itself, without any products.