VPHM - Viropharma Inc 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 : VPHM - Viropharma Inc

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: scaram(o)uche who wrote (858)	12/21/2001 5:09:39 PM
From: IRWIN JAMES FRANKEL	Read Replies (2) of 2557

Thanks Richard for a very thoughtful response. Normally. I think of convertible bonds as more equity if things go well and as debt on the down side accelerating a decline. But VPHM's conversion price is so high (109) that it makes more sense to view it as debt unless things go very well indeed. I view the reimbursement issue from the perspective of an employer. This may sound crass but one of the reasons that I want good medical insurance for my employees is to boost productivity. I can't get a good days work out of sick workers or those who are spending time at the emergency room. So picovir sounds like the kind of medicine that I want practiced. (Return employees to work, keep them from getting secondary infections and from infecting other workers.) I think the economics of that are sound. (The more I say the more crass it sounds. Sorry but I do believe in being productive and that all benefit from that.) The HCV program is now distant enough in time that it is not important to the valuation - the stock will rise or fall on picovir. Thanks again - I do appreciate the time you took, ij

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next