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Biotech / Medical
Biotechnology Value Fund, L.P.
An SI Board Since January 1998
Posts SubjectMarks Bans
4974 147 0
Emcee:  scaram(o)uche Type:  Moderated
The "original original" post (with a large snip, which you can still access) for this thread follows in italics. The thread's use has changed substantially since inception. We now largely follow sector sentiment, financing, and liquidity. There are occasional "watch this development" or "watch this type of company" comments.

It's now sort of a "what will impact the sector going forward" kind of thread. We're not a "rah-rah, go biotech" forum, and critical commentary concerning valuations is frequent. We **will** continue to discuss BVF/Lampert and other funds/fund managers which/who have distinct styles and which/who impact the sector. It is not a forum for company-specific discussion, unless it involves someone with deep pockets, stumbling around in such an obvious fashion that no-brainer opportunities are created.

This thread, established 1/31/98, is about Mark N. Lampert, his investments, his method, and his history.
All other contributions are strongly discouraged.

Lampert has taken a recent bath. Nonetheless, the guy has, IMO, great taste. In the future, I expect his
name to be mentioned in the same breath with those of Soros, Buffett, etc. (snip)

To start........ please list any positions that BVF has, if you know of any, that are under the 5% stake
which triggers a SEC filing.

Disclaimer: I've never communicated with, met, or worked for Lampert.


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4974When we launched this thread, there were no products. And I believed that biotescaram(o)uche7/31/2019
4973fwiw, bvf files a large 4mm share ownership in cytk....mopgcw3/9/2016
4972I think 380 is his baby.rkrw1/11/2016
4971So Mark gets on the board to help? not sure i recall hime being on one before. mopgcw1/11/2016
4970Form 8-K for AEOLUS PHARMACEUTICALS, INC. 5-Oct-2015 Other Events Item 8.01. hmpa10/5/2015
4969:-) I'm glad for this post.... Message 29203727 The FDA in general, and Cscaram(o)uche11/1/2013
4968Best biotech name ever ? SAN DIEGO, Oct. 4, 2013 (GLOBE NEWSWIRE) -- Fate Theranigel bates10/7/2013
4967BVF dumps a chunk of LGND (eom)mopgcw9/25/2013
4966BVF does have a giant position in ARRY and a decent position in ONTY. Maybe BVFrkrw5/30/2013
4965Chuckle, understood now. I think it really isn't a bad deal -- the warranmopgcw5/30/2013
4964Oh, I see what you were asking. Yes, above market. I was joking, as I had prevscaram(o)uche5/30/2013
4963Warrants. :-( It's ironic, but they're already further out-of-money thscaram(o)uche5/30/2013
4962looks above market at $2/share?? or am I missing something?mopgcw5/30/2013
4961Saved my bacon today. Limit order, throwing in some warrants, rather than at mascaram(o)uche5/30/2013
4960You mean you don't work for Steve Cohen? :-)The Dodgy Ticker5/18/2013
4959Relatively large block dropped today between the bid-ask and I don't think iscaram(o)uche5/17/2013
4958Don't think he saw it...... ;-)scaram(o)uche5/16/2013
4957Wonderful subtlety Rick! :-)The Dodgy Ticker5/16/2013
4956Mark Lampert: I met you many years ago, a tour of your then-small operation andscaram(o)uche5/16/2013
4955I thought the Glaxo - Avalon Ventures deal announced is quite interesting a littmopgcw4/22/2013
4954Thanks. Wow. Surprising.scaram(o)uche2/19/2013
4953They held 2.3M shares pre Stimuvax bomb. So they added close to 600K to cross 5%rkrw2/19/2013
4952BVF goes over 5% for ONTY. For those who follow the <5% positions? Could yoscaram(o)uche2/19/2013
4951MorphoSys AG : Publication pursuant to §26 sect.1 WpHG (the German SecuritiGermanecki6/25/2012
4950Thank you! Rickscaram(o)uche4/12/2012
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