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Biotech / Medical : Biotech Valuation
CRSP 58.21+0.2%10:26 AM EST
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To: rkrw who wrote (14070)11/12/2004 7:07:13 PM
From: tuck  Read Replies (1) of 52153
 
I'll agree with much of what you say, particularly, the No for Isis' Alicaforsen (1st generation antisense, has failed plenty already) and for APPX' Abraxane (iffy trial design).

However my take was that Corgentech's E2F decoy would return good data, but run into a wary FDA, given the past issues with "gene therapy." Since the upcoming event concerns data, not approval, we disagree. Care to go public with your reasoning? Data not quite strong enough to support current valuation, rather than an outright failure, perhaps?

PII data here:

Message 20232809

for those interested (rkrw has seen it, of course).

TIA & Cheers, Tuck
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