SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : BARRIER THERAPEUTICS, INC. (BTRX)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tnsaf who wrote (3)7/15/2006 2:29:09 PM
From: tuck  Read Replies (2) of 14
 
BTRX apparently got through this setback, and is now marketing this as VUSION. Revenue from this and Solage for age spots is teeny, since they were just launched. Don't know the potential. Though Liarozole is probably dead, the pipeline has progressed, but the stock is plumbing all time lows (shocking these days), prompting some insider buying over the last month. That stands out because we're not seeing much of that in bioland these days. The pipe looks pretty rich on the surface, but I wonder how well any of these are differentiated from currently marketed products. For example, one is simply reformulated Sporanox. It was the insider buying that prompted me to take another look. here's the current state of the pipe:

barriertherapeutics.com

I guess I'll have to listen to the recent presentations to get a feel for how their products are differentiated. They are currently about 2x cash, but I have no feel for debt, burn, or revenue.

Anybody want to dig with me?

Cheers, Tuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext