SI
SI
discoversearch

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 : SciClone
SCLN 11.150.0%Oct 20 5:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JMarcus who wrote (80)2/4/1998 1:53:00 AM
From: Tom Barnum  Read Replies (1) of 93
 
So, it looks like sales have actually dropped 60 percent from the previous quarter. They probably only have that single doctor in China buying, and most of the patients have run the course of the treatment, and aren't starting treatment with new patients.

Sciclone needs to get approval from a first-world country that can afford these treatments (Japan/US/Europe). Even though the effectiveness of this drug is fairly low with HepB, if it's your only chance at a remission and you can afford it, you'll probably try it, right?

Unfortunately, it seems more likely that Sciclone will run out of cash or sell out at a fire-sale price before then. Months ago I would have dreamed of a chance to buy back in at this price, but I can't think of a compelling reason to do so yet.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext