SI
SI
discoversearch

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: keokalani'nui who wrote (8539)5/30/2003 12:56:24 PM
From: Biomaven  Respond to of 52153
 
Wilder,

<<epothilones>>

Well KOSN is only presenting once - a comparison of two dosing schedules, so likely won't be anything groundbreaking (but we could all be surprised of course).

Bristol Myers has nine presentations (including some Phase II results) on two different epo B analogs. My impression is that they have had tox issues (but maybe this was with only one of their drugs?).

Peter



To: keokalani'nui who wrote (8539)5/30/2003 1:08:22 PM
From: Icebrg  Respond to of 52153
 
Wilder

>> All these predictions of hot stuff at asco and no one speculates about the epothilones. >>

Kosan is a very thinly traded stock and a company that is difficult to understand. But the stock hasn't done too badly over the last couple of days. Today the turnover is already almost 5 times the 52-week daily average.

That should normally drive the share price much higher, but perhaps some investors are using the opportunity to switch to a faster moving train.

Erik