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


To: Biomaven who wrote (6308)5/10/2002 10:40:02 AM
From: Ian@SI  Read Replies (1) | Respond to of 52153
 
You jumped the gun on VPHM. There will be another selloff when the FDA rejection gets documented in the 10Q! ;-) And then another one a few weeks later when some reporter takes the 10Q statement and reports it as "new" news.

The constant press on rising drug costs, reticence by Medicare/Medicaid to cover new drugs and the resultant slow uptake on new treatments such as Xigris certainly isn't helping the sector.

But this too, shall pass.

I hope. <g>

Ian



To: Biomaven who wrote (6308)5/10/2002 12:41:48 PM
From: aknahow  Read Replies (1) | Respond to of 52153
 
Peter, why do you consider the Amevive meeting too close to call? Certainly seems safer than existing treatments.

<<<I figure Amevive and Flumist are both too close to call.>>>



To: Biomaven who wrote (6308)5/12/2002 9:35:44 AM
From: jayhawk969  Respond to of 52153
 
Peter,

But until the NASD recovers I don't see much in the way of recovery for biotech stock prices either.

If the following has any truth we are in for a long haul.

zealllc.com