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Biotech / Medical : Rigel Pharmaceuticals, Inc. (RIGL) -- Ignore unavailable to you. Want to Upgrade?


To: mopgcw who wrote (161)11/17/2003 7:29:53 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 566
 
>> but these reports do provide interesting metrics to think about and some insights I most likely miss <<

I get TONS of new stuff from them. Agree completely. And, as always, thanks!

Haircuts..... nobody valued the rhinitis project at better than a nickel, pre-MPM Capital. I agree with you..... the HCV market size (which is certainly better than $3 billion) demands a bit of premium.

But it's an upgrade at a strange time and with strange rationale, given peer comparison. Where were they when the market cap was about the price of a beer? Wasn't that long ago.