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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (6822)7/6/1999 7:59:00 PM
From: Pseudo Biologist  Respond to of 9719
 
V1, I take it you are not too concerned about Alex Brown's recent downward revision? The 1999 numbers do not bother me too much, but if I recall correctly, the 2000 numbers left a bit of room for concern.

Nice recovery for the VDP, by the way.

PB



To: Vector1 who wrote (6822)7/7/1999 5:29:00 PM
From: biowa  Read Replies (1) | Respond to of 9719
 
V1,

>Why hasn't the stock moved?<

IMHO

1) BLA was already priced in.
2) Alex Brown projected EPS decreases.
3) Investors have erased the board (or thrown up their hands on trying to understand?) on relative clinical competitiveness with rituximab, and are now waiting to see what will happen in what could be viewed as a marketing battle.

biowa


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