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

To: Miljenko Zuanic who wrote (8238)	5/2/2003 1:21:09 AM
From: John Metcalf	Read Replies (1) \| Respond to of 52153

There were still some signs with the successful licensees. There were early signs too. I remember Rick praising Agouron, in '95-6, for early attention to toxicity and side effects with Viracept. If you want, I'll look for the post. Of course, AIDS drugs had lower hurdles to clear back then. The point is that some SI readers read between the lines, and give early indications of what might happen. Especially Miljenko, a natural worrier! Companies that push their news without addressing toxicity, side effects, carcinogenicity, and drug interactions have potential problems. On the whole, I'm astounded with the level of concerns raised early on SI. There have been occasional blindsides, not anticipated by anyone, like Depocyt. Generally, readers have anticipated problems for the drugs that have had problems. JMHO