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

To: Biomaven who wrote (16779)	5/14/2005 1:07:34 PM
From: fred hayes	Respond to of 52153

Peter, Ian re ALKS: Ian, thanks for posting WR Hambrecht blurb. Peter, interesting not even a mention of Vivitrex -- it's like nobody thinks there's alot of value there. I think Vivitrex will be THE driver over the next few years. Any thoughts? fred

To: Biomaven who wrote (16779)	5/14/2005 7:20:57 PM
From: DewDiligence_on_SI	Read Replies (1) \| Respond to of 52153

Yes, I think ALKS is definitely under-appreciated. I own some myself. Basically Riseperdal Consta nearly pays for the stock and then the rest is a free option. I think ALKS is a fine company, although I find it hard to say they are under-appreciated. Your comment that Consta justifies the stock price all by itself is off base, IMHO. Not even close, according to my analysis. Hence, ALKS is not a free option -- if you buy ALKS at the current price, you are banking on Vivitrex, inhaled insulin, Byetta LAR, and the rest of the pipeline.