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

To: tuck who wrote (14075)	11/12/2004 11:18:40 PM
From: rkrw	Read Replies (2) \| Respond to of 52153

Keep in mind that was just a list of guesses. Most I don't follow closely and may just take a little bit of info or just a hunch. I hope they all work out. With cgtk, my concern is betting on a phase III based on 17 active patients in phase II. I also wonder what the real relevance is of 76% restenosis (failure) or 74% (success) and how easily minute differences can be measured? Could data be subject to bias? If 2 different groups did the measurements would you get two different outcomes (agix like?)? Do you trust the phase II data? So if I had to bet one way, I'd probably lean toward a no, but it's based on no special insight. Mgt does give a good presentation and confidence. Trial seems well put together and the stock is certainly acting like it will work out. Regarding pars, I saw them present a few weeks ago. I've never studied them closely. Quick glance, the phase III endpoint seemed ambitious. I think it was a 50% improvement measured at 6 months? I hope it works as there is a great need and I think there could be a ton of potential in leveraging cannibus like molecules in medicine. It's certainly shaping up as an eventful 6 months.