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 (3607)	4/27/2001 9:01:10 AM
From: Biomaven	Respond to of 52153

Bernard, I think by far the dominant IPIC driver is pagoclone. I succumbed to temptation and bought a little late last year and it's done far better than the "respectable" companies I own. Incidentally IPIC was the first biotech I ever bought. That's where I learnt about isomers (dexfenfluramine) which then eventually lead me to SEPR. Fortunately I had gotten out before the fenfluramine heart-damage debacle and my IPIC profits lead me down the slippery slope of biotechnutdom. IPIC was pure beginners luck. My next set of investments were the instant-test companies (like QDEL) and also Matritech (seemed a good story at the time). Those didn't pan out too well, but by then I was too far gone to retreat to the comparative sanity of high-tech. <g> Peter

To: Jibacoa who wrote (3607)	4/27/2001 9:46:47 AM
From: rkrw	Respond to of 52153

I think the IPIC move may have been related to PFE mentioning pagoclone (licensed from IPIC): biz.yahoo.com ``Coming next,'' he said, ``are seven major late-stage development candidates, spanning major disease areas from diabetes to atherosclerosis.'' He detailed progress on three programs scheduled to conclude and be filed for regulatory review this year and next: Exubera or inhaled insulin, co-promoted with Aventis Pharma; pregabalin for treatment of neuropathic pain and epilepsy; and darifenacin for overactive bladder. The other late-stage candidates are lasofoxifene for treatment and prevention of osteoporosis; capravirine for HIV; pagaclone for panic and anxiety disorders; and avasimibe for atherosclerosis.

To: Jibacoa who wrote (3607)	4/27/2001 4:52:28 PM
From: Jibacoa	Read Replies (1) \| Respond to of 52153

Some of Biotech double digits movers today: ANIK: Up 18.11% on the news of the FDA approval of STAARVISC the hyaluronic acid-based product that may be used in various ophthalmic surgeries, including cataract removal and intraocular lens implantation. siliconinvestor.com ARDM: Up 16.80% after declaring earnings yesterdays.(50 cents vs. 48 cents prev.,but still one cent less than estimate.<g>)Still speculation about the "inhaled insulin".<g> siliconinvestor.com CYTO: Up 13.37% after earnings release. Larger loss, but 25% increase in sale in spite of less royalty revenue from Quadramet blamed on "weather disruption of supplies".<g> siliconinvestor.com ENZN: Up 13.74%. After the FDA asked Roche for more data on their Pegasys, which will give ENZN & SGP more time for their launch of Peg-Intron. siliconinvestor.com IMNR: Up 26.17% after news yesterday of been awarded US Patent Number 6,221,352 that covers claims relating to the use of antibodies to target specific TCRs to treat RA. Caveat I am long on IMNR.<g> It has already closed the up-gap from April 23, but there is "resistance" at 3 & 3.50 <g> siliconinvestor.com NERX: Up 15.92% Last news was on April 20 when they reported earnings and completion of its purchase from INIS of a radiopharmaceutical manufacturing plant in TX. siliconinvestor.com PGLAF: Up 25% but volume only 9,000. This is a "penny stock" that a few weeks ago announced the Univ.Hospital in Tapei was going to start a Phase Ib on their anti-angoiogenesis product.<g>Institutions reportedly have been buying lately, I haven't as yet.<g> siliconinvestor.com VLGC: Up 10.53%. It will announce earnings on Wednesday May 9 and will be presenting at CIBC World Markets' First Annual Bio-Technology Conference on Thursday, May 3 at the Millennium Broadway-New York Hotel in New York. siliconinvestor.com KDUS: Down 17% on volume of 1,500 shares to $0.83 was the only double digits looser I could see.<g> Bernard