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Biotech / Medical : Biotech Valuation

CRSP 52.51

+2.7%

Nov 14 9:30 AM EST

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To: Miljenko Zuanic who wrote (13049)	9/20/2004 9:48:30 AM
From: Biomaven	of 52153

Not too surprised that Ceplene failed - although I didn't have enough conviction to be short. There's probably a corollary to my rule about not investing in biotechs that change their name - don't ever invest in a biotech that changes the name of its lead product. <g> On a cheerier note today, the OSIP results in pancreatic cancer were a pleasant surprise - I've learnt to be skeptical about all treatments for pancreatic cancer. Peter

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