Michael/Tom:
OK, I'll post tomorrow. I was super impressed with the presentation. I watched it sneak back up, and decided a couple of days ago to get back in when it looked like it was going to accelerate.
My two biggest neuros....... both ran at the close today with both the bid and ask above the last trade. It may have been Elan's purchase of NXCO, but I don't think so.
NGD 91-2 is looking good, I believe. 91-1 was in over 1,000 patients in that phase I context. Pfizer just loved it. 91-2 doesn't have the absorption issue ass'd with it. So.... while the other projects look good, I'd say that anxiety still looks hot.
Lots of projects, lots of hits. While it has made the teens to twenties trips several times, it's only going to take one good transition to phase II and, IMO, it's not coming back. The program is that broad and diversified, backed by plenty of cash.
Rick |
