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Biotech / Medical : Biotech Valuation
CRSP 53.85-4.5%Jan 9 9:30 AM EST
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To: Ian@SI who wrote (14693)12/16/2004 12:26:51 PM
From: Biomaven  Read Replies (1) of 52153
 
Might make an interesting 2005 charity portfolio.

That's a tough question for a competition where no trading is allowed. SEPR is not as good a risk/reward as it was this year. There's the "Cialis" issue - it's generally tough to break into an entrenched market and there's the worry about marketing costs. Plus it's only a matter of time before we get a Xopenex patent challenge. On the plus side, I think the chronic insomnia market is dramatically under-served and this will ultimately be a billion dollar drug.

So long-term promising, but the next year could be very volatile. FDA action on non-cfc MDI's is crucial.

Peter
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