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Biotech / Medical : The biotechnology mini portfolio

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From: scaram(o)uche7/20/2006 11:38:34 AM
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the view of ARNA, for me..... a very different view than most take, which pisses me off no end......

oral bioavailability

JNJ, T2D, two molecules

approximately one fourth of potential profit

phase I trial for 1st molecule launched 2/06

Message 21395498

(randomized, double-blind, placebo-controlled phase II Merck clinical trial launched 5/06)

cash, property, clinical and preclinical pipe (three projects, no partner), platform, burn, MC:cash < 2 (non-dilute), price:book < 2.
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