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

To: mopgcw who wrote (12138)	6/22/2004 11:18:47 AM
From: zeta1961	Respond to of 52153

<<it will be interesting to watch these two play out.>> Indeed...I bought INSM at 0.40 in 2002, my most successful beginners luck purchase...rode it up...and sold... Now with Tercica in the picture...I have real concerns about IP...it seems to be quite complicated...both with composition of matter patents...INSM's with 'high dose IGF-1" and other minutae... The advantage imo, and readers here know the "Zeta disclaimer,"...tercica has DNA behind it...they've got results for P3's...INSM's results later '04...that's if they stick to timeline...INSM's mgt and development approach for its molecules did not leave me confident enough to tuck it away in the "don't look for another year or so file"...esp. given the fierce competition in diabetes...for which I don't have the day to day clinical experience from which to gauge these studies... For some reason...it reminds me of SUPG and PHRM...some similarities...PHRM beat the horse race...but without the IP baggage... Zeta