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

To: Icebrg who wrote (7463)	12/10/2002 2:35:57 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

It's a complete transcript - often hundreds of pages, so they are not a quick read and most people don't bother. However, I highly recommend that any serious biotech investor read one or two sets of transcripts and briefing materials - they are very instructive indeed. My impression is that it usually takes a few months to post the transcript. On CRXA, I don't follow them much at all. I have a general prejudice against cancer vaccines that from an investment perspective as served me well to date . Peter

To: Icebrg who wrote (7463)	12/10/2002 2:38:09 PM
From: Sam Citron	Read Replies (1) \| Respond to of 52153

$150 for a proprietary webcast from Reed-Elsevir's PharmaNet? IMHO someone needs to bring a bit of "sunshine" into the entire FDA decision-making process. Providing free streaming audio of these ODAC meetings would be a step in the right direction. With these kinds of barriers to the dissemination of timely and highly material company-specific information, it is not surprising to me that the market for biotechs is highly "imperfect" (to use the EMH term) and that many astute individual investors like Jacob Snyder will stay away. In the aggregate, this causes distortions in the economy and misallocations of capital. I would imagine that a letter to the FDA commissioner advocating such changes and signed by the bright people on this thread might have the desired effect.