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

To: tommysdad who wrote (1693)	9/19/2000 10:36:51 AM
From: tuck	Read Replies (1) \| Respond to of 52153

Peter & tommysdad, Thank you very much for your help on this issue. TD, a special thanks for this very useful little metric: >In addition, a colleague of mine once clued me in to how much a company really believes in their Phase II compounds: if the cohort is less than 20, it's a smokescreen. If it's 21-50, they're guessing at the indication. If it's 51+, they really believe.< The only qualm I have about it is, what if the company has a good compound, but doesn't have the resources to show how much "they really believe," i.e. to fund a study involving 51+ subjects? I ran off to the Biospace Glossary to have a fresh look at the term "cohort." Incidentally, that's a really great site, as it not only supplies a definition, but company connections, and examples of the use of the term in question in recent press releases. Just super for bio-gumbies such as myself. In the examples supplied, the cohorts were all under 20 subjects. biospace.com Anyhow, again, many thanks. Cheers, Tuck