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

To: LLCF who wrote (188)	4/24/1999 10:35:00 PM
From: LLCF	Respond to of 52153

< I don't think they have "cash flow"> Excuse me, I forgot that they do have some limited sales (bubble boy, etc)... however, the important driver will be FDA reviewing INRON-A... any idea when this will occur? For the thread I see DBEGLEY has re-surfaced over on YAHOO... check this and all DBEGLEY posts out for more info (read part 2 also): messages.yahoo.com messages.yahoo.com I'll post more as I see it if anyone cares... the stock has been weak and this may be a good opportunity. DAK

To: LLCF who wrote (188)	4/24/1999 11:29:00 PM
From: DLJMT	Read Replies (1) \| Respond to of 52153

I had done a search on SI's boards when I first signed up in January and was surprised to find almost nothing on Enzon. DAK, at least now I know there's someone else here who will celebrate when Schering makes the announcement. I posted here because I was thinking of picking up some more shares in the 12-13 range and that got me thinking about IMCL, etc and how much closer to large profit Enzon was than most biotech's. I'm also learning how much more difficult it is to average up than average down but I think I can learn to like it. 50% less seems like a bargain but 6X more??? I keep trying to keep my eye on the horizon. ENZN tapped 18 when a lot of the institutional blocks were coming through and has been drifting lower slowly on decreasing volume as time goes by with no news. I'll try to get more info on what's expected & when for this thread but Begley's posts are the quickest way to get basic data. You're right... adequate cash more than cash flow. The president's message had a nice summary of all this. Lin.