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Biotech / Medical : Biotech Valuation
CRSP 54.66-1.5%Jan 26 3:59 PM EST
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To: Jibacoa who wrote (2672)1/24/2001 5:02:48 PM
From: Ian@SI  Read Replies (2) of 52153
 
Bernard,

I think that its filing of the amended NDA for Natrecor; plus the increased estimates of pt population for Natrecor; and the outlook for an FDA response by July or August given the rules on amended filings; that have caused most of the price gain from last year's lows.

P38 Kinase inhibitor looked very promising prior to clinical trials for RA -- a very impressive presentation on Scios's website of the results obtained in animals. Passing this first milestone, IMO, is a very significant step toward a major blockbuster.

Re Feb 8 report; I wouldn't expect much; they're not going to produce substantial revenues until after Natrecor ramps up which won't be before 4Q.

Ian.
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