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

To: IRWIN JAMES FRANKEL who wrote (9662)	12/5/2003 3:19:39 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 52153

Thanks, I.J. I decided to do the cropping that their editors missed..... >> we do not have efficacy data for the specific strains circulating this year << That's better. Put a stamp on it, and head it off to PRN or BW.

To: IRWIN JAMES FRANKEL who wrote (9662)	12/5/2003 3:29:56 PM
From: scaram(o)uche	Respond to of 52153

and, if there was apparent bias in that last message.... given access to it -- at equivalent cost to my freebie needle at Kaiser -- I'd choose FluMist. While engineered or emergaSARSetc. viruses scare the neutrofulls out of me, attenuated bugs don't. preventative medicines are sprinting ahead while falling behind, given regulatory agencies that can't respond to the new realities of world crowding and ease of transport. I'm a big FluMist fan. That market expectations were too high doesn't obviate its place in this world. And I'm a big fan for having companies around that have ready anti-viral experience. I was just commenting on the opportunism.