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Biotech / Medical : Biotech Valuation
CRSP 53.52+0.4%Nov 28 12:59 PM EST

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To: Icebrg who wrote (8939)8/14/2003 5:53:01 PM
From: Biomaven  Read Replies (2) of 52153
 
Erik,

I sold my NPSP in early June at a little over $29 (but still have my NBIX). But maybe NPSP deserves another look at this lower price.

I guess Preos will be the principle mid-term value driver. Forteo sales have not been spectacular ($14m in the latest quarter after a 12/02 launch), so that casts some doubt on Preos's value. Have you seen any sort of comparison between the two drugs?

Can anyone remind me what the Cinacalcet royalty terms are like?

Peter
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