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Biotech / Medical : VD's Model Portfolio & Discussion Thread
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To: Vector1 who wrote (4367)3/17/1998 8:32:00 PM
From: Biomaven  Read Replies (1) of 9719
 
I was thinking about joining your QGENF short, but Fidelity had no shares available. Have other people had luck obtaining shares to short? (I assume your virtual broker had no shortage today <G>.)

Now that SEPR is officially in your portfolio, I can stop playing evangelist and start playing analyst. It seems to be hitting a brick wall at around 40, and I think we'll need some new news to overcome it. Some good Nori data would do it - there were two just-released early Nori abstracts that I cited in the SEPR thread, but I doubt if they have enough meat to propel the stock.

Over the next few months I think the drivers will be Nori and levalbuterol. Not a peep out of the FDA on levalbuterol (filed 6/30/97) - shouldn't there be at least some murmurs out of them by now?

Here's a new abstract showing the possible origins of the bad effects of the evil twin, S-Albuterol. There's now a slew of abstracts suggesting that it causes some level of bronchial hyperreactivity.

ncbi.nlm.nih.gov

The big question is whether they are going to be able to claim better performance, not just reduced side-effects. In children, apparently, the side-effects are disturbing ("off-the-wall" is a description I've seen used), but they don't seem to be too troublesome in adults. If SEPR had a _really_ convincing case of better efficacy (which I don't think they've quite made yet) I could even imagine the FDA suggesting that racemic albuterol be phased out.

Peter
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