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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Spekulatius who wrote (9083)12/30/2001 5:34:26 PM
From: quidditch  Read Replies (2) of 9719
 
Spec, VD, isn't PRCS to be differentiated from IMCL as efficacy not shown--i.e., lead drug cast aside putting longer term crimp in the story, as vs. IMCL, where, if rumors and Yahoo posters to be believed, it's a "give us more information...lead drug still alive story"? Wouldn't that affect your sense of how long/precipitous the decline?

quid
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