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Biotech / Medical : biotech firesales

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To: Ian@SI who wrote (2687)7/27/2010 5:14:11 PM
From: DewDiligence_on_SI1 Recommendation  Read Replies (1) of 3661
 
Assuming for the sake of discussion that your thesis about Brilinta is correct, wouldn’t the FDA’s somewhat skeptical briefing docs for Brilinta be construed by investors as bullish for Lovenox and MNTA by downgrading the threat from a potential competitor? I just don’t see how the Brilinta briefing docs could be bearish for MNTA.
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