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

To: Icebrg who wrote (7555)	12/19/2002 1:15:40 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Icebrg, ICOS - I think the market is totally focused on Cialis, and in the market's view any sepsis drug has two-and-a-half strikes against it from the start. NBIX - this looks like a great deal to me. I'm puzzled by the market's reaction here, other than a deal was already discounted. I'm going to hang tight to my NBIX (of which I own a bunch) as well as my DOVP. SEPR - this wasn't a delay. The issue here was some questions on the preclinical data in the bridging package they licensed from RPR in Europe from when the original drug was first approved there. SEPR wanted to make sure the FDA was OK with their re-do of some of the data before they filed. SEPR, in their new ultra-cautious mode had sent out lots of signals that they didn't know what the FDA would say about the new data. Hence when the FDA gave a nod, everyone breathed a considerable sigh of relief. TTP is interesting now. Iloperidone is no longer dead, and I'm hoping TTP will now drop their CEA vaccine stuff. Who knows about this Spheramine program, but as you say it's all upside. Seems like a good risk/reward stock at these prices (but exceedingly risky of course). Peter