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


To: Biomaven who wrote (6272)5/6/2002 10:31:38 AM
From: russwinter  Read Replies (2) | Respond to of 52153
 
<MAXM was quite deceptive with investors>

Perhaps explains it's net-net status. How about their pipeline: worthless? Also any sense on why CRGN is a near net-net: I presume the big R&D and manf. plant budget that people think will go down a rat hole?



To: Biomaven who wrote (6272)5/6/2002 2:12:50 PM
From: Ian@SI  Read Replies (1) | Respond to of 52153
 
I'm neutral on ICOS.


Peter, Would you shed a little light on this stance?

With the approvable letter, it's closer to Cialis approval than it ever was when the stock was at a much higher price.

Its pipeline has 3 distinct Sepsis prospects. Xigris only addresses 26% of this large market and hasn't been setting the drug world on fire so far.

Seems to me that the market may well have overshot to the downside as long as one is prepared to be patient for the next year or so.

???

Ian