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Biotech / Medical : Biotech Valuation

CRSP 53.20

+3.1%

9:46 AM EST

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To: Ian@SI who wrote (9958)	1/7/2004 9:23:08 PM
From: Biomaven	of 52153

<ITMN> The NEJM article comes across as pretty negative - enough so that I dumped my few shares as soon as I saw it. At a quick read though it doesn't actually contain anything we didn't know before, so it's just a current perception issue. The Kaplan-Meier survival curve actually looks pretty good out to 600 days from randomization, but that's not what the article focuses on very much - it's all "no statistical effect" stuff. Peter

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