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Biotech / Medical : Biotech Short Candidates
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To: tuck who wrote (675)6/8/2004 11:03:03 PM
From: Spekulatius   of 897
 
re TRMS. I also used to follow them and kind of liked the company. V1 had TRMS in it's biotech portfolio way back then for a good reason: Many predicted that resistance to P-inhibitors may be taken a heavy toll on Aids patients a few years out. Fortunately his turned out not to be true, and Fuzeons market as a last resort medication appears rather small now. As for know, i agree that things a look rather bleak for TRMS and I think it's a reasonable short.
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