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

To: tuck who wrote (12023)6/14/2004 11:42:07 AM
From: rkrw  Respond to of 52153
 
Tuck, I'm not so enthusiastic about vivitrex commercial potential, but I may well be underestimating it. I've been underwhelmed by alks internal program selections. vivitrex, an epi inhaler etc. Aiming for singles imo. The product with the most potential is the amln/glp-1 extended release. This is the key product for the amln/lly jv to be a blockbuster program imo. I can guess alks would take 10% of the economics. Looks like Cramer is more interested in alks as a short term play on vivitrex data. I don't see a huge pop on this, but who knows, some strange reactions to news in bio lately.



To: tuck who wrote (12023)6/14/2004 1:55:10 PM
From: Biomaven  Respond to of 52153
 
I'm guessing Peter owns a small position

Used to, but this is one that went with my overall trimming. So no current position.

Peter


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