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

To: Biomaven who wrote (10022)	1/14/2004 3:21:20 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

JPM: QLTI webcast replay includes both audio and slides. Good "colour" on earnings - past and projected. Also Paul's insights re potential competitors, combination therapy. +++++++++++++++++++ TLRK presentation coming up at 4:30PM today. I caught part of a CNBC interview with CEO yesterday, sounded interesting. With a preliminary look, they seem to have less than 2 year's cash at current burn rate; large number of early stage clinical candidates; $1.1B market cap which is up substantially from their 52 week low. Does anyone think that TLRK is a good buy at current price? ... at any price? I'm leaning toward either not buying any; or at least waiting for a 50% haircut within the next year. Any comments on valuation/potential would be appreciated. Thanks Ian