SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: IRWIN JAMES FRANKEL who wrote (1194)6/18/2000 8:44:00 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
ij,

Well the key for ITMN is clearly going to be idiopathic pulmonary fibrosis and similar diseases. This post of PB's had some good links:

Message 13334535

If the drug really works for IPF the stock is still cheap. It's not a real common disease, but it's extremely serious, and certainly big enough to comfortably support a small stock like ITMN. Did your friend specifically address the IPF application, or was he just talking about the drug in general?

I've basically been tagging along on friends' analyses on this one.

Peter