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Biotech / Medical : Gilead Science (GILD) Followers

GILD 117.91

-3.0%

2:33 PM EST

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To: jay silberman who wrote (218)	2/23/1997 10:54:00 PM
From: scaram(o)uche	of 961

Yup. Biota has a nice molecule. It's very high affinity, but the oral bioavailability is nil. GILD's product is behind in clinicals, but will displace, IMO, the Biota molecule for market share. Both companies are aiming for eventual over-the-counter use. The remainder of projects at Biota are early-stage, so its current market cap (U.S. $160 million, last I checked, early January) is not exactly cheap. Biostar is still private, I believe. If clinical development of the GILD effort hits any snags (I don't see any obvious red flags), then I'd expect an immediate positive effect on Biota/Glaxo. I'm hoping and betting that it won't happen. Rick

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