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Biotech / Medical : ADVENTRX Pharmaceuticals Inc (Anx)

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To: Ruffian who wrote (264)9/10/2007 4:48:59 PM
From: Keith Feral of 418
 
Big blocks going off all afternnon.

The bio equivalncy study for docetaxel is an absolute breakthrough. It gives them far more credibility for vinorelbine and docetaxel, which is a $2.2 billion drug. That's 4 times bigger than the generic market for Cofactor.

At some point, the analysts are going to start tweaking their revenue models and changing their price targets. I think the big question is what the post partnerhsip estimates of the company will be. I figure $5 is a good estimate for current fundamentals without any partnerships. I think $15 to $20 could be a fair value for the company with all partnerships for Cofactor and Vinorelbine. God knows what the value would be with Docetaxel and all the other bioequivalence drugs.

Only 3 weeks left to wait until the end of September. By then, the company will be releasing phase 2 b data. As long as we don't get a negative surprise, the next 18 months are going to be a shitload of fun.
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