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Biotech / Medical : Biotech Valuation
CRSP 56.68-2.4%Dec 12 9:30 AM EST

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To: John McCarthy who wrote (14065)11/12/2004 4:44:40 PM
From: Biomaven  Read Replies (5) of 52153
 
FWIW, here's my take on these:

Biogen Idec (BIIB:Nasdaq - commentary - research) and Elan (ELN:NYSE - commentary - research): Antegren, multiple sclerosis, Nov. 25;

YES

SuperGen (SUPG:Nasdaq - commentary - research): Orathecin, pancreatic cancer, Nov. 26;

NO

United Therapeutics (UTHR:Nasdaq - commentary - research): Remodulin (intravenous formulation), pulmonary arterial hypertension, Nov. 30;

DON'T KNOW (D/K)

Sepracor (SEPR:Nasdaq - commentary - research): Estorra, insomnia, Dec. 15;

YES

Eyetech Pharmaceuticals (EYET:Nasdaq - commentary - research) and Pfizer (PFE:NYSE - commentary - research): Macugen, age-related macular degeneration, Dec. 17;

YES

Genzyme (GENZ:Nasdaq - commentary - research) and Bioenvision (BIVN:Nasdaq - commentary - research), Clofarabine, acute pediatric leukemia, Dec. 30;

D/K

OSI Pharmaceuticals (OSIP:Nasdaq - commentary - research) and Genentech (DNA:NYSE - commentary - research): Tarceva, non-small-cell lung cancer, Jan. 30, 2005. (OSI has said it expects approval decision to come earlier than Jan. 30, but the company is not any more specific.);

YES

American Pharmaceutical Partners (APPX:Nasdaq - commentary - research): Abraxane, breast cancer, Jan. 8, 2005;

??

Cyberonics (CYBX:Nasdaq - commentary - research): VNS Therapy System, depression, Jan. 31, 2005;

NO

Discovery Labs (DSCO:Nasdaq - commentary - research): Surfaxin, respiratory distress syndrome (pediatrics), Feb. 13, 2005;

YES

Amylin Pharmaceuticals (AMLN:Nasdaq - commentary - research): Symlin, diabetes, March 20, 2005. Exenatide, diabetes, April 30, 2005;

YES

Adolor (ADLR:Nasdaq - commentary - research): Entereg, post-operative ileus, April 25, 2005.

???

Clinical Data:

Celgene (CELG:Nasdaq - commentary - research): Revlimid, myelodysplastic syndrome phase II, Dec. 4-7, 2004;

GOOD

Atherogenics (AGIX:Nasdaq - commentary - research): AGI-1067, atherosclerosis, end of 2004;

GOOD???

Pharmos (PARS:Nasdaq - commentary - research): Dexanabinol, traumatic brain injury phase III, end of 2004;

GOOD???

Aphton (APHT:Nasdaq - commentary - research): Insegia, gastrointestinal cancer phase III, end of 2004;

GOOD???

Isis Pharmaceuticals (ISIS:Nasdaq - commentary - research):

Alifacorsen, Crohn's disease phase III, ulcerative colitis phase II, end of 2004;

D/K

Corgentech (CGTK:Nasdaq - commentary - research): E2F Decoy, peripheral bypass graft failure phase III, late fourth quarter 2004; E2F Decoy, coronary artery bypass graft failure phase III, early 2005;

???

Cell Therapeutics (CTIC:Nasdaq - commentary - research): Xyotax, nonsmall cell lung cancer phase III, first quarter 2005;

GOOD

Axonyx (AXYX:Nasdaq - commentary - research): Phenserine, Alzheimer's disease, phase II, first quarter 2005;

GOOD??

Encysive Pharmaceuticals (ENCY:Nasdaq - commentary - research): Thelin, pulmonary arterial hypertension phase III, February 2005;

GOOD

Onyx Pharmaceuticals (ONXX:Nasdaq - commentary - research): BAY 43-9006, renal cancer phase III interim analysis, first half 2005.

GOOD
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