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From: | "G Stolwyk" <stolwyk@wave.co.nz> |
Date: | Tue, 19 Aug 2003 22:49:24 +1200 |
Hi Gooner,
Thanks for that. I tend to have a "work bench" at HotCopper
where I summarize the activities of certain Biotechs.
I transpost these to Sharetrader. Hence you will find a
"STUDY" of VCR on the VCR thread at Sharetrader.
HotCopper is the most important site for Biotechs actually,
one reason being the very high posting population.
I like it there and have posted there for a couple of years
now.
I have 7 biotechs but I would say you need a minimum of 3 very
well selected ones which follow certain criteria.
There tends be to risk of course but the way the "ordinary"
companies fall over, I doubt if the risk is much greater. Some very careful
study and comparison is needed.
You will also find more news on HC eg. US Medicare is supposed
to make a decision on the subsidizing of the LVAD's (devices) and clinical care.
That can total some $US 200 k.
It didn't come through and the next day of decision making is
Sept. 15. If they do approve this then it will put a total new face on the
implant industry and the share price of VCR must rise IMHO.
Cheers,
Gerry
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