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

To: Biomaven who wrote (8868)7/28/2003 3:31:42 PM
From: IRWIN JAMES FRANKEL  Read Replies (1) | Respond to of 52153
 
Hi Peter,

The new list is interesting.

AMEV is tiny - why the big interest?

MLNM seems interesting especially because of Velcade - why have none?

ij



To: Biomaven who wrote (8868)7/30/2003 3:48:53 PM
From: quidditch  Read Replies (2) | Respond to of 52153
 
Peter,
Thanks for posting your update. I notice that MEDI does not appear despite your stated belief that flumist will be a very big drug. Did you sell on the news of approval or just never accumulated the stock? (We've also spoken about Avalon's short call on the stock, which you tended to discount.)

quid


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