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


To: Biomaven who wrote (3600)4/26/2001 11:44:43 PM
From: keokalani'nui  Read Replies (1) | Respond to of 52153
 
Peter re SCIO and p38.

Scios is presenting the PIb portion next week in London at the new Anti-Arthritis Therapy Meeting (or something like that). The proper name is in the earnings PR. If it's good it will be a big deal as you note, because I don't think it's in many people's models even though PII is already planned. AdPRoTech is presenting on complement; if anyone is going grab a handout for me. Nigel, any chance?

Incidentally, there were two questioners trying to shake some doubt/data loose about the % catheterized in the placebo vs. total treated population (which was 50/50). The issue had to do with bias in dyspnea self-analysis. I have to say I did not understand the concern and the company basically said we followed the FDA/protocol...but in one case the company just slammed the door shut on pursuing the inquiry---probably with good reason. Might be something to watch for in the report. I dunno. The second PIII seems so tight.

Wilder