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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: Biomaven who wrote (9617)6/17/2003 8:58:28 PM
From: rkrw  Read Replies (1) | Respond to of 9719
 
RE: Glfd: yes, primary play is aquavan. It's essentially a water soluble prodrug version of propofol. There's some competition out there, potential generic entrants and an interesting skye/endo jv. Key will be proving superior safety without sacrificing propofol's strong points of fast onset and rapid recovery.

I'd second Tuck on AMEV. Also add ALXN. PPCO. KOSN. DRRX.