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


To: tuck who wrote (814)10/26/2006 9:30:26 AM
From: rkrw  Read Replies (1) | Respond to of 897
 
Tuck,
As far as whether shire will keep it or drop it if the scheduling is unfavorable. It will be more difficult to market for sure is a tough negative, but they have 13 give or take extra years of patent protection. And they can file for improved scheduling in a couple of years if real life experience bears them out. So my take is shire dropping it due to initial scheduling is wishful thinking from shorts.

Regarding the avalon guy I wouldn't give them too much credit. A ton of HF's got terribly burned being short nrph. There were no shares left to short! So better to short now then 100% ago when the authors buddies first went short.

Negotiating with the dea I have no idea. They have a lot of data proving it's a really good mousetrap but the thought is the dea wants to see real life proof not controlled setting. So I'll be surprised if they get the dea to lighten up but it's worth a try.