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


To: Sam Citron who wrote (14421)12/2/2004 10:32:49 AM
From: rkrw  Respond to of 52153
 
ENZN is diversified, INEX isn't. Approval wasn't particularly material or priced into enzn, for some reason approval was priced into inex.



To: Sam Citron who wrote (14421)12/2/2004 10:38:24 AM
From: Biomaven  Read Replies (3) | Respond to of 52153
 
ENZN vs. INEX:

Well one obvious difference is that ENZN has a number of programs whereas Inex is completely dependent on this drug. Also Enzn weakened substantially when the ODAC briefing material first came out whereas I think Inex may have been halted. So the news was already in the ENZN price, but not in the Inex price.

Peter