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

To: Robohogs who wrote (7536)12/18/2002 3:59:38 PM
From: Vector1  Read Replies (4) | Respond to of 52153
 
Jonathan, I agree. I must be missing something as well. I think the concern is the size of the market. Zev has not exactly gotten off to a blockbuster start. Both Zev and Bex require coordination between an oncologist and a nuclear medicine specialist. Analyst estimates for Bex range from $100m to $300 at peak. I think the ultimate number will be at the top of the range. Rit is a terrific drug in that it is easy to administer, is nonToxic and temporarily stops the disease. All patients will eventually fail Chemo and Rit. Bex and Zev are the salvage options. I believe long term Bex will show better long term efficacy.

V1



To: Robohogs who wrote (7536)12/18/2002 4:01:01 PM
From: Sam Citron  Respond to of 52153
 
Is this just the lousy market we are in?

Largely, yes, IMHO. The market is certainly seeing the glass as half-empty and is pricing in a much bigger risk discount than previously seen. Simultaneously, Bex upside appears difficult to quantify. Keep in mind the sector is especially inefficient now due to shrunken liquidity, which further discourages institutional participation.


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