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 : dsco Discovery Laboratories

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Alex Glavinos who wrote (24)1/22/2000 7:59:00 PM
From: FFNEODOC  Read Replies (1) of 318
 
Alex,
Suspect the word is finally starting to trickle out about
DSCO. I put this stock in the same class as ALLP who also
has no FDA approved drug, but has just submitted it's NDA
(New Drug Application) to the FDA for approval of Imagent
(I hold a sizable position in ALLP as well). Compare the
market cap for the 2 stocks
DSCO $48 million
ALLP $440 million

Using this analogy we could justify a stock price of
$50/share for DSCO. ALLP is further along in the FDA
approval process, but DSCO has the edge because the FDA has
designated Surfaxin "Orphan Drug" status since there are
currently no drugs available to treat MAS (Meconium
Aspiration Syndrome) or ARDS (Adult Respiratory Distress
Syndrome). This comprises 2 of the 3 current phase III
trials in which Surfaxin is being investigated. The market
for treatment of MAS will be large, but HUGE for ARDS
since the adult lung requires so much more Surfaxin to
lavage. I also keep abreast of the insider trading and you
will note that insiders keep adding to their already
monstrous positions in this stock whenever they get some
cash, in my mind a signal that they still feel the stock is
highly undervalued.

quicken.com

Be patient with this stock & I am fairly confident your
patience will be rewarded.

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