the times they are a changing,
the reason I keep advocating biotech investing is
that the theory is STARTING to have predictive
value and you can,in some cases, turn this from
gambling on managment knowing which trees
to harvest to looking at all the supporting evidence
to predict product success ( the company of
course can not react in real time to each
new scientific advance, esp if one of them disproves
their whole platform ).
If you don't have a theory side, this comes down to
gambling on management knowing enough to tell
people, "pick the bark from the PAcific Yew tree,
and if you get some hemlock bark don't tell
Small about it ."
( sorry, just need to keep making fun of the cd54 thing...)
The biologicals are a bit of a primitive thing
without theory - if you change the terms a little, you could
just as easily describe provenge or tumour lysate
approaches as something a witch might suggest
( taking parts of sex organs, incubating, and then
injecting into people isn't hard to put into those terms).
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