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Biotech / Medical : Biotech Valuation

CRSP 56.87

-2.3%

Dec 5 9:30 AM EST

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To: Miljenko Zuanic who wrote (5408)	1/12/2002 7:41:51 PM
From: Biomaven	Read Replies (1) of 52153

So far we have PCYC, IMCL, CRXA, NEOL, NPRO, DNDN, IDPH PCYC, DNDN are true "failures." CRXA and IDPH seem to be decent drugs and mostly a sluggish FDA at this point. IMCL is poor trial design and/or regulatory screwup by the company. NEOL is unclear on the reason for the delay. NPRO is pretty much on schedule for its Taxol ANDA, so I don't know why it's included in your list. So I'd say that was two drug failures, one regulatory failure and two cases of FDA sluggishness. (I've omitted NEOL because I'm not sure what's happening with their trials). The drug approval process almost always has delays. That the leaderless FDA is sluggish and more cautious only magnifies this effect. Bush and Kennedy are new "best buddies." Let's hope they are friendly enough to agree on a decent and strong FDA Commissioner. Peter

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