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

To: IRWIN JAMES FRANKEL who wrote (2758)1/31/2001 10:33:21 PM
From: Biomaven  Read Replies (2) | Respond to of 52153
 
Jim,

USPJ is high on NOVT and a Beta-Cath system.

I haven't read the USPJ comments, but I'd be very cautious on this one. I think the drug-coated stents will dominate completely within a few years. (J&J in particular recently had some spectacular-sounding results). So IMO the radiation stents will have a short (few-year) window that will then slam shut.

Peter



To: IRWIN JAMES FRANKEL who wrote (2758)1/31/2001 10:46:25 PM
From: scaram(o)uche  Respond to of 52153
 
ij:

I listened to yesterday's ONXX presentation today. Were you trying stuff from today? If so, I couldn't get stuff from yesterday morning when I tried yesterday afternoon. So....... one day delay with archiving? If there's no underline, it appears that the company opted, in advance, not to have a webcast (unfortunately, includes VPHM tomorrow).

Rick


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