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Biotech / Medical : Biotech Valuation
CRSP 56.87-2.3%Dec 5 9:30 AM EST

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To: scaram(o)uche who wrote (240)6/18/1999 9:22:00 AM
From: Mike K   of 52153
 
Rick;

Thanks for your analysis! I look forward to reading your posts.
PNU looks interesting with the addition of SUGN. Don't know much about them, but I'm starting my DD.

Novartis currently has a large clinical trial going on with Zoledronate (over 1500 patients in Canada). Although this drug will probably replace Aredia (pamidronate), these bisphosphonates have large market potential in Europe and Asia, where oral bisphosponates are much more common.

Cheers,

Mike
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