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Biotech / Medical : Biotech vs. Shorts -- Ignore unavailable to you. Want to Upgrade?

To: KewlHand who wrote (344)	1/30/2000 11:05:00 PM
From: scaram(o)uche	Read Replies (2) \| Respond to of 427

>> the GREATEST hope for a GENERIC cure and preventative treatment for cancer the planet has ever seen!! << Wow! Thanks, guys. Haven't had such good advice since Anthony started contributing to the VPHM thread.

To: KewlHand who wrote (344)	1/31/2000 12:53:00 AM
From: Miljenko Zuanic	Respond to of 427

<<Addressing an orphan condition for the NDA was a smart move on the companies part, it gives a much higher chance of getting FDA approval and brings the drug to market sooner. BUT!....>> But, You are wrong. Orphan status doesn't increase chance for approval. Only give developer 7 years marketing exclusivity, and it is reward to those who develop drug where big guys doesn't want to waste time. Also, I will like that Aptosyn did have AC meeting as we will learn more about drug and FDA concern (like for IMNX drug). <<We already know from doctors posting on the RagingBull thread that it WILL be used off label, ..>> Doesn't they have anything better to do than chat online? Hospitals are full of patients which are thirsty for few nice words! Good luck, anyway. Miljenko

To: KewlHand who wrote (344)	1/31/2000 3:27:00 AM
From: Jesse Schulman	Respond to of 427

Kewl - oops, pushed your evangelization button, sorry. By mentioning I was long, I'd hoped to be spared that lecture. My point was about trading and it still holds. Short term, approval seems to me more likely to bring attention to bear on the bottom line. That's a familiar pattern in these companies. Why should the shorts panic? Screw the merits. I say again, as clearly as possible: traders will be more likely susceptible to arguments about the small size of the FAP market than off-label and future prostate results. So upwards pressure right after approval is far from certain. No upwards pressure, no squeeze. Trav, of course it's about perceptions. Market behavior usually is. itss