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

To: John Metcalf who wrote (637)	2/28/1999 7:58:00 PM
From: jeffbas	Respond to of 1073

Good point, John. Affymetrix would be another example of that type, I presume. In fact, I have always thought those kinds of companies (what I think of as the Alza model) were far more interesting than the drug discovery companies to someone like me who is not qualified to assess drug research, potential and progress. You do not have the risk of failure of one key product. That analysis approach is why GZMO also was of interest to me -- the TMO model with GENZ as parent and GZMO as child, providing advantages that reduce the risks standardly inherent in that kind/size of company. With my background as an actuary, I am always trying to find a way to participate in attractive areas in a way that reduces the risk without giving up too much potential, and helps compensate for my lack of specific industry knowledge.