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


To: Biomaven who wrote (4482)8/15/2001 5:03:44 PM
From: Ian@SI  Read Replies (1) | Respond to of 52153
 
Peter,

I definitely agree that skepticism is the wisest policy; but for the life of me, I can't think of what a "neutral" source might be. Everyone seems to have their own agenda.

I have no BPUR position, but do have a small HMSL one. I didn't particularly care for the bovine source; and I found it unusual that the company would do its phase III in an African country... While I haven't checked it out, I do believe that it is a US based company and would have expected it to at least have some of the clinical trial sites in the US; and would have consulted with the FDA prior to initiating a PHIII let alone completing one.

As with most things, time will clear up any doubts one way or the other.

RAGL,
Ian