Biotech Valuation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Valuation

CRSP 50.19

+1.8%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rkrw who wrote (8222)	4/30/2003 5:33:53 PM
From: Icebrg	Read Replies (2) of 52153

>> When I look at nbix I think of indiplon and who cares about the pipeline.>> I think a lot about the pipeline. NBIX is one of the very few biotech companies in its position (i.e. with no sales revenues yet) to be in a position of having both a rich and relatively diversified pipeline as well as the means to develop the same without the restrictions normally hampering companies of its class. In addition, the fact that they have been able (with both skill and luck) to manoeuvre themselves into this enviable situation speaks greatly for the management's abilities. An interesting note from today's CC. Neurocrine didn't have to pay anything to Pfizer/Pharmacia as compensation for taking over the ED drug. Instead in addition the rights and the documentation they also got the funds to run the second proof-of-concept phase II trial. In effect they will be served a drug ready for phase III with no costs whatsoever. Amazing. According to Lynch the royalties to be paid (if the development is successful) are limited in size and it is up to Neurocrine if they want to develop the drug themselves or out-license it in their turn. Erik

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next