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

To: Biomaven who wrote (10840)	3/4/2004 8:28:05 PM
From: Sidney Street	Read Replies (1) \| Respond to of 52153

One person I spoke with about the MS clinical situation characterized it as a chronic situation where patients work their way through the medications including Avonex and Rebif, using them each for a period, but they are left facing deteriorating health and a need for another treatment. Apparently there are patients doubling and tripling their Rebif doses, but the person I spoke to said those patients would be needing a new therapy because increased beta-interferon dosage is a short term strategy, and they are, in effect, being "primed" for Antegren. I plead ignorance of the MS treatment picture, and I'm long ELN by way of disclosure. I pass this along as much for the general point that it's useful to consider the likely behavior of clinicians as for the anecdotal evidence re: the MS therapy picture.

To: Biomaven who wrote (10840)	3/4/2004 8:30:02 PM
From: keokalani'nui	Read Replies (1) \| Respond to of 52153

I listened to Exelixis at Lehman. I listened at lunch and didn't take any notes, but I was certainly drawn into its early stage pipe. In any event it has several programs that are of the sort SI freaks might be all over. Multi-kinase inhibitors with oral bioavailability and activity in xenos. Proven ability to go from discovery to small mol to ind. Anyway, going to try to spend some time on it. If you don't know the story--as I didn't--might be worth 25 minutes, at lunch. Or, can someone here just save me some time...which is it more like: vertex or tlrk or neither?