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Biotech / Medical : Biotech Valuation
CRSP 51.59-1.1%Dec 2 3:59 PM EST

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To: Biomaven who wrote (3014)2/28/2001 10:09:05 PM
From: Ian@SI   of 52153
 
Peter,

I just listened to the SCIO presentation given today at the Lehman Biotech conference.

I got the impression that they're able to precisely control dosage substantially reducing risk of undesired toxic side effects. Given that their p38 map kinase inhibitor (SCIO-469) targets a multi-Billion $ market (RA), I still feel it adds some value that is not yet reflected in the stock price. I fully accept that it would be premature to expect much price action prior to safety and efficacy results coming from a Ph III trial - something which I suspect is 2 years +, away.

Nice update and prognosis for Natrecor, as well.

Replay of the presentation is available at: 1 800 625 5288 944626#
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