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Biotech / Medical : Biotech Valuation
CRSP 51.83-0.7%12:12 PM EST

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To: Biomaven who wrote (16779)5/14/2005 7:20:57 PM
From: DewDiligence_on_SI  Read Replies (1) of 52153
 
Yes, I think ALKS is definitely under-appreciated. I own some myself. Basically Riseperdal Consta nearly pays for the stock and then the rest is a free option.

I think ALKS is a fine company, although I find it hard to say they are under-appreciated.

Your comment that Consta justifies the stock price all by itself is off base, IMHO. Not even close, according to my analysis.

Hence, ALKS is not a free option -- if you buy ALKS at the current price, you are banking on Vivitrex, inhaled insulin, Byetta LAR, and the rest of the pipeline.
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