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

To: Biomaven who wrote (2836)	2/7/2001 12:40:20 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

Peter, Thanks for the insight and the URL on the pres'n. The last slide showing the RA regression in the rat's paw seemed rather impressive. ... or are there other effective treatments for rats only? From a valuation perspective, would you assign any worth for SCIO-469 prior to successful completion of a PhIII should the drug get that far? I've the impression that you don't think it'll make it to PhII, or at least not in dosages required to be effective in humans. Even though Natrecor will apply to a greater population than previously anticipated, I'd personally expected that a major RA blockbuster would do wonders for SCIO's price about 3 years out... What I'm trying to decide is whether to hold all / most / some of my SCIO until Natrecor is approved (probably in or near July); after SCIO - 469 Ph III completed; some other milestone??? Best regards, Ian.