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Biotech / Medical : ADVENTRX Pharmaceuticals Inc (Anx)
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To: Ruffian who wrote (231)8/19/2007 12:02:10 AM
From: Keith FeralRead Replies (1) of 418
 
It's about time that some of the ana;ysts start talking about ANX other than Dawson James. With interest rates coming down, there will be more interest in Biotech. As the cost of capital returns to neutral, growth companies will become more attractive.

Most people have forgotten about Biotech in a big way. AMGN, DNA and all the biotech leaders are starting to show decent relative strength. Still, I think the simple enhancement of Cofactor vs Leucovorin will presnt one of the greatest Therapeutic enhancements to chemo treatment with a statistically significant improvement in anti tumor response and an elimination of hematological side effects like anemia. Here, ANX has a simple replacement of low concentration, indirect suuplies of folate with high concentrations of direct folate. Delivery, efficacy, and safety are all being improved.

On an economic level, a generic drug with constrained results will $500 million in colorectal sales will be replaced by a brand name drug that will get at least twice the level of pricing power. $1 billion in sales for colorectal cancer sales with no chemo induced anemia would be a turning point for existing shareholders.

Fast track status was totally overlooked by the market the other day. Good phase 2 b results will continue to improve the market outlook.
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