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Biotech / Medical : Biotech Valuation
CRSP 56.98+1.1%3:59 PM EST
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To: Icebrg who wrote (9006)8/26/2003 10:05:40 AM
From: Biomaven  Read Replies (2) of 52153
 
<CTIC>

I own a little bought last year when it was in the doghouse and besieged by shorts. Figured that Trisenox has a decent shot at a label extension for MDS.

The big unknown is their "improved Taxol" drug Xyotax now in Phase III. This is one of many such attempts ( including ABI-007 from APPX, LEP from Neopharm, Tocosol from Sonus) and I don't have a good handle on how to handicap them all.

Here's a pointer to their ASCO results:

ovarian.org

I figure with an approved drug with about $30m sales, a shot at $100m+ sales if they get a label expansion, a decent looking (but still uncertain) drug in Phase III, and interesting drugs from their munch, the stock is a reasonable speculation at these prices, so I've hung onto my few shares.

Peter
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