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Biotech / Medical : Pharmion

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From: tuck10/31/2007 11:33:04 AM
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Pharmion has been on a tear since the Vidaza data came out. MOGN's earnings seemed to indicate that Dacogen sales weren't much affected. Meanwhile, Satraplatin showed no benefit in OS today, which sent GPCB and SPPI tumbling. But PHRM is up. Wondering why the disconnect. PHRMy could still be liable for some dough to SPPI -- arbitration should wind up soon -- and they were to sell Satraplatin in the EU, where it's future is only slightly less in doubt than it is here.

Folks must be anticipating blow out earnings. Only explanation I can think of.

Cheers, Tuck
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