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Strategies & Market Trends : Pancho Villa's Short Analysis File
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To: Pancho Villa who wrote (38)10/4/1998 11:26:00 PM
From: TRIIBoy   of 287
 
I didn't see this story, thanks. I also have no idea if M. murphy thinks this is a short too.

But, look at the FDA review panel review which happened after that article...

Also, note that IMNX has its decision come out the same time Centocor's data is scheduled to come out on its drug, could it be that the FDA delays its decision until it sees CNTO's data?

I think Mr. Sacone is right on the money.

But there are more issues than how big and profitable Enbrel will be. What about financing, or current estimates, or competition, or restrictive labelling, or the possibility of a delay in a FDA decision? There are a lot of negatives for such a high valuation stock.
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