Biotech vs. Shorts Message Board

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Biotech / Medical : Biotech vs. Shorts

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To: Pseudo Biologist who wrote (152)	8/17/1999 1:33:00 AM
From: Vector1	Read Replies (2) of 427

Let me see what I can add. Some of the short tidbits I have heard VRTX - Overvalued,high burn rate GELX - alternatives much cheaper. CLTR - manufacturing problems. Toxicity will limit it to refractory patients and Y2B8 will take that market in a year after approval. AVIR - no patents.oral vaccines on the way CELG - -Running our of money. Look for a toxic convert TKTX - Will loose to GENZ on Hurler's race GENZ - -Will loose to TKTX on Hurler's race. How many $125,000 a year drugs will the gov allow SEPR - arrogant management INCY - Public databases will make their stuff of limited value OK. Now that we know the arguments can we disprove them. V1

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