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

To: Biomaven who wrote (117)	3/31/1999 10:04:00 AM
From: jeffbas	Respond to of 52153

I would suggest adding GZMO to your cancer chart list.

To: Biomaven who wrote (117)	3/31/1999 10:05:00 AM
From: Biomaven	Read Replies (1) \| Respond to of 52153

I forgot to add CELG (which I own a fair amount of) to the chart, as well as GZMO (thanks Jeffrey), of which I also own a snippet bought at around current levels: techstocks.com BTW, the chart looks very different depending on what period you run it for - a good indication that these stocks don't really run together. Peter

To: Biomaven who wrote (117)	3/31/1999 10:06:00 AM
From: scaram(o)uche	Read Replies (2) \| Respond to of 52153

>> On a different topic, the cancer stocks are doing OK, with maybe an ENMD-bubble developing in SUGN. << If SUGN gets out of control, CELG may follow, IMO. No matter how you cut it, thalidomide is a potent inhibitor of angio that is now in-hand. Is there any update about legislation impacting off-label promotion of a drug? Let's not call it an ENMD-like bubble?? We're talking known molecular targets, advanced trials and a market that is $2 billion plus. I'd prefer to call it "appreciation based on rationale" rather than a bubble. I am one of those that believe that biotech research premiums of '91 were justifiable, but that investors couldn't differentiate the rational business plans from the hope and hype business models. >> I currently own smallish amounts of IMCL and SUGN, and bigger amounts of MOGN and SUPG. << What, no PCYC? :-) For AACR and cancer, I've got MOGN, OSIP, CELG, ONXX, SUGN and CLTR. If I have time today, I'll post some AACR abstracts to the MOGN thread, or at least discuss them.