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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Spekulatius who wrote (154745)3/6/2002 9:45:40 AM
From: reaper  Read Replies (1) of 436258
 
<<Did you evaluate Shires NT pipeline? >>

There is not much to speak of in the pipeline. There is a drug Foznol which is a new phosphate binding agent for kidney dialysis patients. Up for approval in the EU in Q2:02, will get filed in the US at about the same time. Potentially has long-term safety issues. I'm not expecting much. They also have a pain drug (can't remember the name) and they are also still developing Trox (which you may remember from your Biochem days) although if memory serves they just halted one of the trials there (toxicity problems, i think) and have gone back if not to square one pretty close to it.

anyway, my point is that the pipeline is IMO thin but again IMO you don't need a strong pipeline to justify a $3.4 billion market cap for this company. i think the stock is cheap. this stock has treated me well -- was long Biochem and sold my Shire right after the deal closed; then caught the short from $35 down to $23; hoping i can milk it for a third time.

Cheers
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