Sonus Pharma (SNUS) ? Opinions Message Board

STOCKTALK

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 : Sonus Pharma (SNUS) ? Opinions

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: David S. who wrote (205)	2/4/1998 2:51:00 PM
From: Raptor	Read Replies (1) of 384

David is correct that the SNUS press release was wildly misleading, that in fact the case was thrown out for jurisdictional reasons. I am not fighting a holy war here, as I own both stocks (MB and SNUS). I bought MB first due to 1) its smaller market cap, and 2) its earlier approval. As I saw the stock fade away, I did much more work, and I have to conclude that the market has SERIOUS misgivings about MB's patent position. It appears that MB could lose it all if they are shown to infringe on SNUS patents, and fights it all the way, rather than pay a royalty to SNUS. On the other hand, I don't believe MB has any claims against SNUS for infringement. SNUS may have a patent problem with Nycomed, but the market clearly believes that MB is far more at risk than SNUS on the patent issue. I agree. MB is therefore much higher risk, and possibly a higher reward. SNUS just seems (seemed, before today) the safer play.......

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next