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


To: Biomaven who wrote (7658)1/6/2003 9:47:59 AM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
At H&Q, I'm particularly interested in the ITMN presentation. The shorts have been after them with a vengeance, and I'm waiting to see if they can fire back.

I've cut back my over-weighted ITMN position some, but I upped it again last Thursday with some calls.

Peter



To: Biomaven who wrote (7658)1/6/2003 12:56:49 PM
From: Jibacoa  Read Replies (1) | Respond to of 52153
 
Ted Griffith at CBS MarketWatch also had some negative comments about the prospects from the H&Q conference.

cbs.marketwatch.com

He has positive comments about AMGN that in December said it expects its 2003 profit,( excluding acquisition-related charges <g>) to be up 31%, driven by strong sales of the new anti-anemia and anti-infection drugs.The company is having a full page color advertisement in the Miami Herald today about the FDA approval of its RI facility to manufacture EMBREL.

RAGL

Bernard