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Biotech / Medical : Biotech Valuation

CRSP 58.08

+0.9%

Dec 11 3:59 PM EST

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To: teevee who wrote (14438)	12/2/2004 1:58:05 PM
From: Biomaven	of 52153

value in moving into phase III? This is kind of a special case. There's little doubt (in my mind at least) that the drug will work well for psoriasis - the question will be the long-term side-effect profile. So I'm not sure that just moving into Phase III means that much - the devil is going to be in the details here. Specifically, just how well the drug will work, and just what the side effects (in particular renal) are going to be at the dose they have chosen. That we'll only see when we get the final results. This is a very interesting drug. I could see this beating all the other psoriasis drugs in terms of efficacy. If they can do that without impact on renal function (as they claim) then they will have a good drug on their hands. Still going to be something like 2008 at earliest before it could be on the market, though. Peter

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