Biotech Short Candidates Message Board

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Biotech / Medical : Biotech Short Candidates

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To: tuck who wrote (716)	10/15/2004 10:52:20 PM
From: hmpa	Read Replies (2) of 897

Yeah, looks like whoever bet on these puts lost quite a bit (actually, today CNCT Nov and Jan puts were very active so "somebody" thinks "something"). I think Actiza approval is more or less priced in. However, Extina (PDUFA in late November) may be questionable for some, at least there was a totally out of context message on Yahoo CNCT board in 08/2004 telling so (CNCT board there is dead for daytrading and almost any other purposes, so I wouldn't consider this a routine bashing). My statements about Ranbaxy plans for Soraitane/Acitretin came from this report of Indian brokerage HDFC Securities (update as of 04/2004) hdfcsec.com which forecasted sales for late 2004 (no exact date). Looks like there is no Reg FD in India... Hopefully, they (HDFC) publish another update later in October. Since this is not Title IV ANDA, neither the filer nor FDA have to disclose anything related to the filing before approval (I am not sure whether rejections eventually appear on FDA site or not).

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