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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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