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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: LLCF who wrote (107)	3/29/1999 9:50:00 AM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

Very good article. Now, tell me why the smart CEOs at companies that are beaten down and yet have multiple quality product candidates are not merging their companies to make $5 billion companies from collected market caps that now total (for example) $800 million? Everyone goes on with the (thanks for the spelling, David) jada, jada, jada, and nobody recognizes that there are GREAT companies out there. I'm getting upset by some posts to SI, and I guess it's time to hit the road. There are investors here at SI that share a record of generally avoiding the potholes. This implies an ability to differentiate scams and bad science from the companies that will thrive. For those who don't appreciate the efforts of those who are trying to share that capacity..... keep throwing out the crap, and you'll lose it; you'll be left with hype.

To: LLCF who wrote (107)	3/29/1999 11:16:00 AM
From: Mike McFarland	Read Replies (1) \| Respond to of 52153

That last line of the article was sort of a stupid way to finish (extinction...just yet). The fact is that second and third tier will start getting bought out because the sector has already been mostly weeded out. But it will be hard to play-- you will hear the announcement, and the next day the stock gaps up at the price paid. I have heard the term "leaky" used, maybe it was Rick--do you suppose that means rumors are about. We have seen a few rumors like "lots of visitors" from some threads...but I wonder if it is so smart to trade on them. The Economist is a great mag, but they blow it sometimes--the $5 a barrel oil issue a few weeks back for example. Was a great signal to jump into the oil stocks, wish I'd been gutsy. What has it been, seven years since the last time the bioechs really ran. I should think more than enough time has gone by to shake out the companies that wont make it--the Economist has it wrong...most of what is left is worth something to somebody. Oh there are a few that could go either way (my shares in Ariad come to mind). I just read through the new posts to the thread, sounds like Rick is getting cranky again. Could be a good buy signal....so just now I grabbed a little more sibi for example (then the MM, Vector moved it up an eighth, bastards, hehheh). All you can do is slowly add to positions as news and upgrades come out. The fact that the market does not react is a gift, I get to buy more as I can afford to.