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Biotech / Medical : Biotech Valuation

CRSP 57.05

-0.6%

3:59 PM EST

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To: keokalani'nui who wrote (9121)	9/12/2003 9:31:15 PM
From: Biomaven	Read Replies (1) of 52153

That's a pleasant surprise - but then I guess it is around 3 months from when the delay was announced. As I mentioned previously on this thread I exercised and held some $10 calls (the unintended result of an earlier strangle play). So I have a fairly decent sized position because I also have some shares I've held for a long time. Lilly must be kicking themselves (although they still get a decent royalty and maybe this is too small a drug for them to be bothered with). The key question now is whether doctors will use this only as a backup when vancomycin fails, or whether they will use this first and hold vanco in reserve. I can't say I have much idea. Cubicin tends to work quicker than vanco (Cubicin is bacteriocidal in nature rather than bacteriostatic), so maybe doctors will use it first and keep vanco in its familiar position as a last resort. I guess ITMN's oritavancin is up next in this race between bugs and antiobitics that the bugs are currently winning. Peter P.S. I don't get "The Street.com flunks its own geography test!" - care to elaborate?

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