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Biotech / Medical : T/FIF, a New Plateau

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To: scaram(o)uche who wrote (1379)9/11/2002 4:11:27 PM
From: keokalani'nui  Read Replies (2) of 2243
 
No cash in the portfolio. Hmmm.

I was recently prodded into looking into dovp. Would fit within this group it seems to me. What made my eyelids peel back is that the Wyeth royalty expires 10 years after launch country by country--if you like indiplone, this thing is way under valued based on the indiplone royalty alone. The Elan consent-withheld just smells like bad partner bull**it to me; I don't think there is any risk to this, except the risk that dovp hasn't disclosed all of the contract language or facts. The programs sure look like they are making progress. Bad IPO, but good GAD data or great indiplone MR data and all will be forgotten.
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