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Biotech / Medical : Biotech Valuation
CRSP 52.20-5.5%3:59 PM EST

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To: Biomaven who wrote (4261)7/9/2001 11:07:52 AM
From: Biomaven  Read Replies (2) of 52153
 
I added to my KOSN this morning near the open. Their dEPOb is really looking like a "better Taxol" in preclinical models, and also seems better than one of the variants BMY has advanced into Phase I trials.

Message 16047422

KOSN is an interesting (but very early stage) company aside from the dEPOb play. Reminds me of SEPR in a way - tinkering with existing molecules (but in a more sophisticated [and hence riskier] manner than SEPR) to try to get improvements.

Peter
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