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

To: Ian@SI who wrote (4374)	7/30/2001 9:42:26 AM
From: Biomaven	Read Replies (1) \| Respond to of 52153

So a 35% haircut for AVIR - seems about right to me given they've lost a year. If it had opened in the teens I would have been a strong buyer. In their CC they said the decision to go for approval for this flu season was aggressive. Some data was only turned in this year (not as part of the original BLA), and it didn't all get digested by the FDA. Sounds like they will have all the data they need in hand (no new trials required) when they respond to the Complete Response Letter they will doubtless get. Peter