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Biotech / Medical : Biotech Valuation
CRSP 53.53+4.5%Nov 25 3:59 PM EST
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To: keokalani'nui who wrote (1643)9/15/2000 2:20:38 PM
From: Biomaven  Read Replies (2) of 52153
 
Wilder,

PCYC is certainly an enigma. The shorts are after it with a vengeance, I feel the company is less than upfront about setbacks (wonder if they are still doing stability studies on their "approved" contrast agent Gadolite?), and the conflicting pre-clinical studies on Xcytrin are worrying. Lutrin is silence.

That said, on a valuation basis it's really cheap. It probably has one of the best chances of being a 10-bagger from here among the bigger stocks I follow. There has apparently been an independent replication of PCYC's preclinical Xyctrin results by Dr Koucher of Sloan Kettering. Antrin looks quite exciting.

I compromise by maintaining a relatively small position, acquired on average at around the current price.

Peter
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