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Biotech / Medical
T/FIF Portfolio
An SI Board Since August 1998
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1073 31 0
Emcee:  scaram(o)uche Type:  Unmoderated
Introduction Compact
I attended an Informed Investors Forum one week ago in San Francisco. A keynote was delivered by Peter Freudenthal of BA Roberston Stephens (Vice President and Sr. Biotechnology Analyst). He indicated that consolidation on both the sell side and the buy side would leave many low-priced biotechs as orphans, that there wouldn't be enough analyst coverage. He likened good news for such companies to a Tree, Falling In a Forest...... nobody would hear it.

Let's get loud and defeat such arrogance.

You are welcome to convince me to add or drop a company from the portfolio.

techstocks.com
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1073Message 21554031scaram(o)uche-7/29/2005
1072** closed **scaram(o)uche-4/27/2004
1071California microbrews are SENSATIONAL. You can now drink a meadow of flowers, wscaram(o)uche-6/12/2003
1070Good do that :-) hope its belgium beer Stefaandalroi-6/12/2003
1069Hey, hey, hey! Meeting SnowShredder for a beer this afternoon. We'll hoistscaram(o)uche-6/12/2003
1068yeah right takes at least one complete circle to know what to do the pessimismdalroi-6/12/2003
1067SI Biofreaks: one picture captures the rationale for T/FIF-like investing......scaram(o)uche-6/12/2003
1066** thread still closed ** Just posting so that it doesn't go to the land ofscaram(o)uche-5/21/2003
1065** thread still closed ** Just posting so that it doesn't go to the land ofscaram(o)uche-11/2/2002
1064** thread still closed ** Just posting so that it doesn't go to the land of scaram(o)uche-5/11/2002
1063** thread still closed ** Just posting so that it doesn't go to the land ofscaram(o)uche-12/21/2001
1062** thread still closed ** Just posting so that it doesn't go to the land ofscaram(o)uche-7/14/2001
1061** thread still closed ** just posting to keep the thread from being archived.scaram(o)uche-4/6/2001
1060A <i>screenwriter</i> is their chief biotech analyst?JF Quinnelly-9/24/2000
1059forbes.com Remember when it seemed like it was this thread and the VDXX thread scaram(o)uche-9/20/2000
1058 ** thread still closed ** All of those trees in the forest fell. We planted mscaram(o)uche-2/20/2000
1057 ** thread still closed ** "biotech goes down in the summer"....... scaram(o)uche-1/21/2000
1056 ** thread closed ** The purpose of this thread has been achieved. I don'tscaram(o)uche-7/13/1999
1055 VPHM, the newest addition to "neuro" on 6/17 at 7 1/8, is moving on gscaram(o)uche-7/13/1999
1054 Neuroinvestment on the Bloomberg... the "A" portfolio beat a flat indLLCF-7/13/1999
1053 >> Where is Harmon when one needs him? << Who's that guy over scaram(o)uche-7/12/1999
1052 If you want to see a sorry 3rd-tier trading pattern, take a look at ITRC today.Biomaven-7/12/1999
1051 Chuckle. Thanks, PB. It's astounding that KvE was correct.... that big cscaram(o)uche-7/10/1999
1050 Stuart--- Thanks for the post, and the abstract. Although I have not yet seenWalkingshadow-7/10/1999
1049 Just for the heck of it, here is an update of the bounce and TFIF portfolios vePseudo Biologist-7/9/1999
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