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

To: Biomaven who wrote (4870)	10/31/2001 7:32:29 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 52153

NBIX second (by value, based on market needs and stage of development) product is 6024 (APL for diabetes), not CRF-r1 antagonist 34041. It did passed early stage by PIIa (proof of principle) completion, and going into PIIb (two trials, 600 pts). Agree, it is not easy to compare NPSP with NBIX. NBIX currently have better pipeline than NPSP, and their next problem is cash. Once this is resolved difference in relative valuation may be corrected quickly. Regards the NPSP, I think that market is putting to high value for ALX-111, while 34060 from NBIX yet have to show true potential. NBIX approach to insomnia is right one, but approach by itself isn’t enough. Miljenko