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

To: CJ who wrote (10813)	3/4/2004 2:39:46 PM
From: Biomaven	Read Replies (2) \| Respond to of 52153

Cowen is one of the major investment conferences, but one notch below H&Q. In these days of Reg FD if a company has anything significant they'll put out a PR the day of the conference as well. The Biocentury conference on April 1st is another biggie. Looking back, I don't recall investment conference presentations as major short-term drivers of biotechs. You have to remember that by and large fundamental biotech news is infrequent and so for any one company you'll see hear pretty much the same presentation at a conference that you heard at the previous conference. ARDM is an interesting stock. Only $150m market cap and maybe some hints that their inhaled insulin has fewer safety concerns than Nektar's. Finances a little skimpy, but clearly has multi-bagger potential if their inhaled insulin eventually flies. Peter