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Biotech / Medical : Biotech Valuation
CRSP 56.99-0.1%11:42 AM EST

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To: Biotech Jim who wrote (8361)5/15/2003 9:25:19 AM
From: Biomaven  Read Replies (1) of 52153
 
Thanks, Jim.

there is room for IV formulations for acute care drugs IMO

I was thinking along the lines of recent cancer studies showing a bunch of genes that are over-expressed. I could conceive of a cocktail of siRNA's tailored to inhibit the offending genes. Perhaps I am being overly simplistic.

I should look at Isis again - thanks for the suggestion.

Gotta love this market for the biotechs, eh? What a month!

Yes, indeed. I feel like I have been living a charmed life in the market of late. Not only have my biotechs been doing great, but so have my non-biotech shorts and my treasuries and foreign bond fund. I had my best day in a long time yesterday, and that on a day when the overall market was down.

Peter
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