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Biotech / Medical : Biotech Valuation
CRSP 57.12-0.8%9:53 AM EST
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To: Elmer who wrote (6118)4/9/2002 10:11:02 PM
From: Biomaven  Read Replies (2) of 52153
 
David,

I think SEPR at today's price offers a good risk/reward, both in the short and longer terms. I feel the current price discounts any possible bad news from their upcoming meeting with the FDA.

Riskier, but also a good risk/reward play in my view is ITMN. This will largely live or die by the results of the IPF trial.

If you want to avoid FDA and trials risk, then you need to go with companies with already approved drugs that will exceed expectations. SCIO, CEPH and maybe KOSP are good candidates here.

Peter
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