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Biotech / Medical : Biotech Valuation
CRSP 56.87-2.3%Dec 5 9:30 AM EST
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To: Robohogs who wrote (14490)12/3/2004 10:33:51 PM
From: Biomaven  Read Replies (1) of 52153
 
but any implications for SEPR?

I really don't think so - this is a completely different situation. There's no hint of a safety concern with Estorra.

I'm not hedging my SEPR long position at all, although I have certainly trimmed a bunch over the last six months, mostly around $50. I have a pretty big long call position as well. The comparatively low implied volatilities on the options suggest that the market thinks that approval is pretty certain - but the implication also is that there may not be that much of a pop on approval.

SEPR next year is a harder question. I expect to take some more off the table come the new tax year.

Peter
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