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

To: Spekulatius who wrote (1756)	9/28/2000 9:46:00 PM
From: David Cathcart	Respond to of 52153

MOGN & SUPG While Irofulven and Rebutican are both being tested on multiple tumor types, they have different methods of action and, if they are relatively effective, there will be a need for both in the market. The data will be the guide over whether each is approved. Management styles of the two companies differ significantly though. While MOGN has been methodically bringing on and empowering key new people and building the business for future growth, SUPG has had difficulty in keeping key people even though they are theoretically closer to drug approval. Even with good molecules, you need good people. IMHO, the two companies are quite different and the next few weeks and months will be very telling.