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Biotech / Medical : analysts and calls -- B of A -- Ignore unavailable to you. Want to Upgrade?

To: keokalani'nui who wrote (11)	11/15/2002 11:01:09 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 33

>> "And it is time for you ro redeploy your new cash into exciting juniors not followed by us. Call for further information." << Chuckle. Actually, the reason that I'm even neutral on the NBIX call is not valuation. I don't like the immunotoxin and APL programs, and I'm afraid of bad news related to the non-insomnia programs coming before good. I actually think that it's just plain silly, talking about peripheral use of the immunotoxin. Remember...... most SI biofreaks didn't like NBIX until the early, lame programs had failed. They have a tradition of the very best and the very worst. And, deeper in the clinical and preclinical pipe??..... there's some more of the very best, addressing nice, large markets. I hate this "focus on end of nose" era of assigning valuations. But..... given 2002 to date, the sector damn well deserves it.