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

To: sammaster who wrote (6085)	4/3/2002 11:19:40 PM
From: Biomaven	Read Replies (1) \| Respond to of 52153

<SCIO> Other than natrecor, SCIO has a P38 inhibitor that just started Phase II for RA. This has been a difficult area, with lots of failures by big pharma because of tox issues (and the VRTX lead drug recently was abandoned as well). However a good drug in this area would have gigantic potential. One concern with GENZ at this point is their accounting - my guess is that they may at some point be forced to consolidate their tracking stock subs, which will hurt their reported earnings. Peter