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


To: sam who wrote (90)7/19/2001 12:52:50 PM
From: rkrw  Read Replies (1) | Respond to of 897
 
I don't know their track record.

I'd like to see their target and expectations for this panel, if they're short AVIR.
The data looks pretty good to me and in light of all the vaccine shortages last Winter, I'd think a novel and effective flu vaccine would be viewed favorably by the fda. But if the FDA required a panel, I assume they must have something worth debating....



To: sam who wrote (90)7/19/2001 12:54:57 PM
From: scaram(o)uche  Read Replies (3) | Respond to of 897
 
They've been doing well for quite some time. Chump change, given the sector. In biotech, it's most profitable to pick good longs, as downside max is 100%. However, they have to be doing very well in their biotech shorts, relative to almost any other metric.