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Biotech / Medical : Alexza(ALXA)-No Pain! Big Gain!!!!!
ALXA 0.9350.0%Jun 21 4:00 PM EDT

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To: tuck who wrote (8)7/28/2007 12:25:29 PM
From: Arthur Radley  Read Replies (1) of 26
 
Tuck,
If I recall they plan to partner only for the overseas market for the migraine drug. It appears they plan to develop a sales team to handle the drug in the states. Again...just from memory they expect to have more data by the end of the year.......so this could be the catalyst for partnering. As they say..."the later, the better" if they actually can prove they have a viable product.

Also, I think they plan another IND by the end of the year. My only concern is the fact they are working with generics and with the mood of the industry and price lowering.......can they price their products in such a manner as to make it worth the effort. I have no idea how costly their delivery method is to produce.

Currently...I'm pretty lean on biotech holdings...ARQL and SNUS are my major holdings. SNUS continues to catch my eye with their trading pattern, with yesterday being another example.
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