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

To: Biomaven who wrote (21196)	9/7/2006 4:39:21 PM
From: BulbaMan	Read Replies (1) \| Respond to of 52153

Peter: Thanks for your response. Here's why I think DVAX's deal with AstraZeneca was major. 1) AZ's show of confidence provides substantial credibility to DVAX's TLR-9 technology. 2) The fact that DVAX now has a major pharma imprimatur should make it more likely they'll be able to cut other deals for additional indications (e.g., flu, various allergies). 3) It's reasonable to assume AZ analyzed the published Tolamba data and was impressed. So, in my mind, this increases the likelihood the upcoming Tolamba results (due in January) will be positive. Of course, the market didn't agree with me today. So, I'm definitely missing something. But I don't think it's DVAX's cash/burn rate that's the problem.