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Biotech / Medical : Biotech Valuation
CRSP 53.47+0.3%Nov 28 9:30 AM EST
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To: Biomaven who started this subject4/30/2002 10:56:28 AM
From: Ian@SI  Read Replies (1) of 52153
 
Hi Peter,

I missed the ICOS and LLY conference calls this morning. The replays aren't yet available. Did anyone hear the calls? Anything of substance re timeline for Cialis?

What impact on ICOS value do you feel is reasonable after the approvable letter? It seems to me that the market assigned it a higher value when it was further from product launch with more uncertainty than is the case this morning? ... or do I just need to take off my rose-coloured glasses?

I almost bought back my position yesterday. Fortunately, some errands kept me away from my PC longer than planned. I'm having a tough time sitting on my hands so far this morning, but I'd really like to listen to at least one of the calls first.

Any insight would be appreciated.

Thanks,
Ian
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