Biotech Valuation Message Board

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Biotech / Medical : Biotech Valuation

CRSP 52.51

+2.7%

Nov 14 9:30 AM EST

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To: Michael Young who wrote (13168)	9/28/2004 3:59:49 PM
From: Rudy Saucillo	Read Replies (3) of 52153

I certainly agree with Rick's comments in that I wouldn't short this stock with the complete set of top-line results due out by end of the year (~260 patients). As a comparison, Pfizer bought out Esperion last December for $1.3B after they released results from a 47 patient atherosclerosis trial that showed similar regression. The difference is that the ESPR drug is IV and used in an acute care setting in patients with acute coronary syndromes...a market much smaller than the huge statin market. With AGIX a little more than a year away from an FDA filing, this stock has lots of room to run assuming good data in the next few months. BTW, the ESPR and AGIX end points were the same...regression of plaque volume.

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