Biotech Short Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Biotech Short Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: tuck	8/3/2007 12:43:10 PM
	Read Replies (1) of 897

Anyone think PHRM might be a worthy short here? Vidaza just came in with excellent results for MDS. It's most direct competitor is Dacogen from MGI. Dacogen is a prodrug of Vidaza, and a similar trial is underway in which it should do about as well -- though results won't be in until at least mid '08. I think the market is expecting Vidaza to take a lot more share than it is actually likely to. Since both drugs are approved, I could see scrips for both going up. Anybody else got thoughts? I'm looking for an entry . . . Cheers, Tuck

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next