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

To: rkrw who wrote (796)	3/4/2006 8:49:16 PM
From: Miljenko Zuanic	Respond to of 897

<<Can they pull another rabbit out of their hat?>> Yes, they can. But, will it materialize is unknown for now. HCV-796 is at early stage and they need clear data from PII to see how it compare (additive?) to new trend. Miljenko

To: rkrw who wrote (796)	10/26/2006 12:22:38 AM
From: tuck	Read Replies (1) \| Respond to of 897

NRPH: the Street.com used to have Feuerstein, now they Mark Lichtenfeld, formerly of Avalon, whom some love to hate. Here he makes the bear case for NRPH. Harry Tracy is quoted as a bear as well. And whatever you think of the author, I think a number of us agree with the conclusions. I have a pretty substantial short position in NRPH via November puts, based on the concept that the DEA will prick this bubble soon. Before November option expiration. I hope I'm right about the timing, if not the outcome. I expect a DEA decision any day now. Have I missed something? thestreet.com "New River originally planned to launch NRP104 in January but has now said its target is the second quarter of 2007. It is believed the company is pushing out its launch date so it can negotiate with the FDA in order to obtain a favorable ruling. A quicker launch with a Schedule II would not be as meaningful as a later start date with a more favorable scheduling." Does this mean the DEA ruling is postponed while they negotiate with the FDA? Probably should have tried to borrow shares and be more patient, given this (which I may still do, even if I get hosed on the November puts): "Shire also has the option of terminating the agreement with New River up to 30 days following approval if NRP104 does not receive a favorable scheduling (III or IV). " Which I presume is distinct from " following approvable." Cheers, Tuck