Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Jibacoa who wrote (2672)	1/24/2001 5:02:48 PM
From: Ian@SI	Read Replies (2) \| Respond to of 52153

Bernard, I think that its filing of the amended NDA for Natrecor; plus the increased estimates of pt population for Natrecor; and the outlook for an FDA response by July or August given the rules on amended filings; that have caused most of the price gain from last year's lows. P38 Kinase inhibitor looked very promising prior to clinical trials for RA -- a very impressive presentation on Scios's website of the results obtained in animals. Passing this first milestone, IMO, is a very significant step toward a major blockbuster. Re Feb 8 report; I wouldn't expect much; they're not going to produce substantial revenues until after Natrecor ramps up which won't be before 4Q. Ian.