Biotech Valuation Message Board

STOCKTALK

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 : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vector1 who wrote (5180)	12/20/2001 1:10:14 PM
From: scaram(o)uche	Read Replies (2) of 52153

>> I think there is a nice niche for a niacin/statin combo. << Niche? "Good" cholesterol is the whole story. From the published information that I've reviewed, this looks like leverage with the sound underpin of Niaspan alone. I don't get it. Michael, why would you short a company with a market cap of 600M, sales annualized forward at 100M, 92% margin for existing products, and a new product coming that could be best-in-class addressing $10 billion? Why shouldn't it close at $100/share tomorrow? I must be missing something, but I've never followed the statin market. So..... please forgive my stance if naive, and TIA for any comments.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next