SI
SI
discoversearch

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: IRWIN JAMES FRANKEL who wrote (5034)12/3/2001 9:47:41 AM
From: Biomaven  Read Replies (2) | Respond to of 52153
 
<AVIR>

Somewhat strange timing on this, and not much premium. Might indicate there is still quite a lot of risk in an '02 launch?

I have mixed feelings personally. I thought AVIR was a nice clean play (incdentally it was one of my Forbes picks) and so I'll miss having it around. I'm not unhappy holding MEDI, though.

I wonder if MEDI will kill the RSV vaccine that AVIR is developing? Immunizing prospective mothers might well be much more cost effective than using the MEDI product on preemies.

Peter