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Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 9:30 AM EST

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To: Jibacoa who wrote (4470)8/14/2001 12:21:03 PM
From: Biomaven  Read Replies (1) of 52153
 
Bernard,

The FT comment seems about right. Baycol seems to have an incidence of this side effect about 10-fold higher than the other drugs, and so I doubt if it will have much effect on the other companies other than for them to gobble up Baycol's market share.

One sleeper in this area is the use of statins for dementia/Alzheimers. The beneficiary here if this pans out is ADRX (which is a great stock anyhow).

Peter
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