analysts and calls -- B of A Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : analysts and calls -- B of A

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Icebrg who wrote (3)	9/25/2002 8:59:10 AM
From: scaram(o)uche	of 33

At one time, their name was Oncogene Sciences. They changed their name, to OSI, to illustrate their intense interest in non-cancer areas, their breadth of projects. That wasn't long ago. Listen to their recent presentation at Bear Stearns, where Goddard brags of their exclusive preclinical interest in cancer, going forward! I feel that they got a bunch of mediocre (and some difficult!) projects from GILD, that GILD really took them. Read about five 10-Ks, going back. Infectious diseases? Asthma? Tarceva derived from one of biotech's early deals. The work in collaboration with Pfizer was impressive, for more than just Tarceva. But the return of Tarceva wasn't strategy, and otherwise it's been a "stand up" act.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next