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Biotech / Medical : Biotech Valuation
CRSP 55.11-2.6%Nov 7 9:30 AM EST
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To: kenhott who wrote (15208)1/11/2005 5:00:29 PM
From: Biomaven  Read Replies (3) of 52153
 
CTIC is no slam dunk or a layup

I absolutely agree with this. It is a high-risk play. I am very diversified across many different biotechs - so it is perhaps a 1% or 2% play for me. People sometimes laugh at me because I am so promiscuous in this respect, but it is fundamental to my whole theory of biotech investing - if the risks are non-correlated, then a portfolio of biotechs will perform well.

In response to your question, at some point the FDA is going to start grumbling about them trying to unblind the trial early. It's one thing if an investigator makes a comment, it's quite another if they systematically try to uncover this information. In fact I think they made some reference to this relating to looking at hair-loss among patients who had died.

Peter
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