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


To: former_pgs who wrote (14911)12/23/2004 5:08:27 PM
From: zeta1961  Respond to of 52153
 
Their data disclosure habits don't appear to me to be transparent.

That's what the analysts who follow INGN say too..and short the heck out of it..

I've known this company for over 2 years and studied its progress since its inception as a private..there's much more behind the scenes that those just recently starting to look at it and find troubling on the surface, do not know..I would agree with you if I started my DD in '04 and not combed through their history..

Especially today's pr re: subpopulation and not telling us the n ..if it were any other company, I'd think the same as you..I can say that they know what they are doing...I've placed my bet with a therapy that holds,imo, much promise{there are 5+year survivors walking around who were end stage} and a seasoned management team that put their own money in and working with the top scientists in the field..they have a great relationship with the FDA..it's been my perception that between M.D.Anderson and the FDA..it's not been completely in Nance's control re: what to disclose..

Not an investment for everyone..

Zeta



To: former_pgs who wrote (14911)12/23/2004 5:13:09 PM
From: zeta1961  Read Replies (1) | Respond to of 52153
 
Compare at 15% for INGN's monotherapy,

Did you know these were patients who had come to the end of the line?..they'd already exhausted radiation, cisplatinum combinations..some had a complete response..

I think your comparing populations of differing disease progression stage..

Zeta