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Biotech / Medical : Biotech Valuation

CRSP 52.51

+2.7%

3:59 PM EST

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To: Ward Knutson who wrote (15063)	1/3/2005 10:56:54 AM
From: Biomaven	Read Replies (1) of 52153

Oh, and what a bold call that was! <g> Calls are always easy in retrospect - but I didn't have enough confidence in the call to short SUPG. The issue is that the bar is so low with the disease that one never knows if the FDA is going to be lenient. Recall that the stock had been up a few months back when the FDA extended the review to allow presentation of additional data. The interesting question is now whether SUPG is a buy based on dacogen. If you have complete confidence in MOGN's DD overcoming SUPG's propensity for screw-ups then the answer has to be "yes." I guess I'm not quite that sure. Peter

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