SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotechnology Value Fund, L.P.
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LLCF who wrote (1061)11/23/1999 9:34:00 PM
From: Miljenko Zuanic of 4974
 
Thanks DAK.

Certainly I am not TA/charting person. Know zero about. Exclusions from the rule confirm that the rule exist. So, who knows?

In a mean time, and for the record, few fundamental point of view in regards the CELG and NBIX current MC.

RE: CELG
Hard to tell is today CELG MC sustainable or ahead of itself. I do not see any black clouds on horizon. With mild-conservative approach I valued several scenario which my influence streets and investors actions. By the most promising one CELG have long way to go, by the very conservative (not negative) one we have already passed top. so CELG may correct a bit. At this point I do not think that anyone can project T and (+)-R success/future on market and pipeline progress (positive clinical) to base their MC calculations. However, I do think that T for colon cancer results will be close (if not better) to MM data.

RE: NBIX
Based solely on CRF(R) medical/market value NBIX can reach 10-bagger status from this point. NBIX has strong patents portfolio and it seams several steps ahead of the closer competitor(s). If recent sudden price move is related to info-leak (positive from J&J , or NBIX), than current stock price is still undervalued, imo. Market first has to learn about CRF. NY is first step. What were MRK MC loses after their anxiety drug failed?
Yes, we may consolidate here, but not for the long time, imo. All other programs are still at discount.

Miljenko
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News