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

To: russwinter who wrote (6270)5/6/2002 9:59:12 AM
From: Biomaven  Read Replies (2) | Respond to of 52153
 
russwinter,

Yes I agree with your overall view, if not all your choices. And I agree that real option theory is a good way to look at biotechs.

Of those you list, at these prices I like IMGN, ISIS (a stock I've been skeptical about in the past), IDEV (this is the old IPIC), ELN, HGSI and CRGN. I own most of these.

I'm neutral on ICOS. Don't like the CRXA pipe but have no understanding of what went wrong with Bexxar. MAXM was quite deceptive with investors. I don't follow AVAN or MDCO.

Peter



To: russwinter who wrote (6270)5/13/2002 9:33:12 PM
From: EepOpp  Respond to of 52153
 
russ,

any idea when ICOS will provide the extra data that the FDA requested and when it might give the final go-ahead on Cialis?

thanks.

EO


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