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

To: Biomaven who wrote (3014)	2/28/2001 10:09:05 PM
From: Ian@SI	Respond to of 52153

Peter, I just listened to the SCIO presentation given today at the Lehman Biotech conference. I got the impression that they're able to precisely control dosage substantially reducing risk of undesired toxic side effects. Given that their p38 map kinase inhibitor (SCIO-469) targets a multi-Billion $ market (RA), I still feel it adds some value that is not yet reflected in the stock price. I fully accept that it would be premature to expect much price action prior to safety and efficacy results coming from a Ph III trial - something which I suspect is 2 years +, away. Nice update and prognosis for Natrecor, as well. Replay of the presentation is available at: 1 800 625 5288 944626#