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Biotech / Medical : Biotech Valuation

CRSP 57.58

+0.9%

Dec 10 3:59 PM EST

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To: Biomaven who wrote (14494)	12/3/2004 11:12:07 PM
From: Robohogs	Read Replies (1) of 52153

I would throw in NBIX, ELN, and ICOS. Note: I only own 1 in size (ELN) with a small position (relatively large loss) in ICOS. Key drivers for ELN will be Prialt developments but most importantly, initial uptake on Tsyabri in US, evidence of off label use in US, European approval for MS and maybe Crohns, as well as longer term data this spring in MS and any new Crohns data. Wildcard drivers will include any AD developments. Key drivers for ICOS will be continued uptake on Cialis as well as data on marketing spend (main market worry here). For NBIX, uptake (if any-still needs approval) on SEPR's Estorra (or whatever name it has) as well as FDA decisions will be key. I would expect longer term label discussions and no early decision on approval. Jon

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