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Biotech / Medical : VD's Model Portfolio & Discussion Thread

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To: biowa who wrote (6747)6/8/1999 9:40:00 PM
From: scaram(o)uche  Read Replies (1) of 9719
 
>> I think it's interesting that the clinical trials include q24h arms <<

Yeah, they even go so far as saying, in the 10-K, that 1X/day may be more effective than 2X/day. Doesn't register for me, but I won't complain.

>> What have you heard about when we might hear from the PII BSI or PIII SSTI trials? <<

Nada, but haven't tried to hear.

The Novartis agreement is in the new 10-Q. It's gutted, of course. Getting harder and harder to tell if a company has a valid path and agreement, or if they've done a "Robinson".

Novartis is heads above every other company in picking off cheap technology during this slump, IMO. In ten years, there's going to be Novartis and a bunch of smaller companies (Merck et al.).

Cheers! Rick

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