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


To: Biomaven who wrote (10364)2/9/2004 11:42:41 AM
From: quidditch  Read Replies (2) | Respond to of 52153
 
Peter, a valuation question:

Why is NVGN responding to this news and not MSHL, which is a sub of NVGN. Is MSHL's license for ovarian cancer perceived to cover a too-narrow indication of Phenoxodiol? It seems that the Street sees leverage in this for the parent and not the sub, but that would not appear to be the case as a result of the license arrangement.

Clues?

quid



To: Biomaven who wrote (10364)2/24/2004 12:06:02 PM
From: quidditch  Read Replies (1) | Respond to of 52153
 
Peter,

What's going on with MSHL and NVGN that last couple of days. On Sunday, MSHL announced the commencement of a P1 trial (for the oral formulation) of phenoxodiol, and the market has punished both stocks ever since. Doesn't seem to make any sense.

I have no position, but I'm thinking about taking one. The values here are better now than a week ago, with no apparent change for the worse in fundamentals.

quid