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Biotech / Medical : Biotech Valuation

CRSP 56.71

+0.4%

Dec 24 9:30 AM EST

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To: zeta1961 who wrote (15075)	1/4/2005 7:40:10 AM
From: rkrw	Read Replies (2) of 52153

Anyone find it odd none of the big rx moved into the modified taxol markets? Too focused on epothilones and missing a low hanging fruit? appx is an interesting one. Great underlying business. Abraxane filing very controversial. Drug inlicensed from company owned 100% by ceo. So if approved ceo will profit from huge appx stake and onerous royalties to sub company. I also don't quite understand why doing modified taxol trials hasn't been very straightforward from a regulatory perspective. As far as impact on snus and ctic, I think rejection would be best for them as I think the belief is appx screwed up the trials as opposed to some underlying problem with the concept of new taxol formulations. If approved then you get into the issue of which formulation is best, who has the data, pricing etc.

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