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

To: scaram(o)uche who wrote (10076)	1/20/2004 6:31:32 PM
From: zeta1961	Read Replies (1) \| Respond to of 52153

Richard and MJ...I really appreciate the heads up I was not active in the market during the 90's and subsequent crash...therefore, insight from those of you who were is much appreciated...esp. since I tend to focus on whether their product is relevant more than the business end... but, I am learning to incorporate the various factors of a co's potential success or failure...again, I am grateful for differing opinions...thanks... Zeta

To: scaram(o)uche who wrote (10076)	1/21/2004 12:30:23 AM
From: JMarcus	Read Replies (1) \| Respond to of 52153

Rick, I appreciate the perspective of the "been there/been burned" folks re PCYC, but I'm having trouble seeing where the big risk lies in getting Xcytrin approved. All the company appears to need to do is to repeat the result achieved in the last Phase III trial. They've got the SPA for the next trial, so the critical-path-to-success appears to be very well defined and the track record from the last trial gives every confidence that they can get from here to there. If they are remarkable frauds or incompetents, I suppose they could still screw things up, but I just don't see that happening. From the presentation and break-out session, these folks really seemed to be on top of their game. Marc