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

To: rkrw who wrote (12137)	6/22/2004 10:50:41 AM
From: mopgcw	Read Replies (1) \| Respond to of 52153

I think it will get worse for both insm and trca before it gets better. both will run out of cash, the ip dispute will heat up, and GHIS is relatively small anyway. insm still has a lot of work to do for diabetes, where the bang could be if it works out. trca seems to have been a one trick pony put together hastily to monetize one product and run it out. insm has struggled through a few incarnations and lost its focus, but now has nothing left but somatokine and is throwing that against anything that moves. it will be interesting to watch these two play out. george