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

To: scaram(o)uche who wrote (196)5/7/1999 12:16:00 PM
From: Harold Engstrom  Respond to of 52153
 
Thanks, Rick. It is torture. I actually wouldn't think of selling that co. since my basis is so low, but would like to add more...

Personally, I think you pay better attention through your peripheral vision to companies that actually sell stuff (like Medimmune) than the rest of us who peer directly at them. Maybe that is the key...

Hope all is well,

Harold



To: scaram(o)uche who wrote (196)5/23/1999 1:06:00 PM
From: jeffbas  Read Replies (1) | Respond to of 52153
 
Rick, SEPR has really collapsed versus recent prices, but certainly not versus prices 5 years ago. Is there a price at which you think it
becomes exceptionally attractive relative to other $billion plus
market cap alternatives.


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