Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Biomaven who wrote (8158)	4/21/2003 3:52:02 PM
From: Icebrg	Respond to of 52153

Peter >>As you say, successful Phase III results are already in the stock. Unsuccessful results would make me very sad. <g>>> Nothing to <g> about. NBIX is the largest holding in my bio portfolio. The results better be very good. Otoh. my second largest holding is SEPR. Their share price should - everything else being equal - get a boost from disappointing Indiplon results. However, I trust that Pfizer did some proper DD on the drug before they licensed it. Finally, the workday of the newsrelease (Monday rather than Friday) might be taken as a slightly positive indicator. I suppose NBIX could just as well have released bad news on Friday after the close with a follow-up CC this morning. Erik