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Biotech / Medical : Biotech Valuation
CRSP 50.66+0.9%10:41 AM EST
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To: Biomaven who wrote (2761)2/1/2001 9:08:43 PM
From: Oak Tree  Read Replies (1) of 52153
 
"So IMO the radiation stents will have a short (few-year) window that will then slam shut."

I think that radiation will still be needed since I have less confidence in the drug coatings. However, regarding stock value -- I think the majority of investors favor your hypothesis and will flock to the drug coated stents. Hence if you are a doctor -- you will be able to make a career in the radiation -- if you are an investor sell short on NOVT if you are sure that they are not going to be bought out.
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