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Biotech / Medical : CEPH - CEPHALON
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To: scaram(o)uche who wrote (2)12/22/2001 1:47:21 PM
From: tuck  Read Replies (1) of 109
 
Rick,

This caught my eye as a short candidate while poring over the SignalsMag Nov. financing article. I don't trust CNS companies generally. CEPH's Provigil facing competition from NBIX down the road? And we've all heard the rumors concerning the DDDP drug being so-so.

I take it this is the "mind boggling" initiation of coverage to which you refer on the BVF thread? CSFB gave it a strong buy Friday, and it responded by making a 52 week high.

Maybe I should move this discussion to the Biotech short candidates thread before I get virtual tomatos thrown at me.

Cheers, Tuck
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