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Biotech / Medical : Biotech Stock Picking for Charity - 2007 -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (49)	1/1/2007 1:27:38 PM
From: tuck	Respond to of 397

>>Filing just happened so no decision until late 07, device approvals can be tricky. So probably won't know how its selling until 08.<< Yeah, I should have mentioned that ANSV might be one of those "late in the year event picks" that could be a "next year event pick." One minor reason I didn't include it. I expect the FDA to be a little more reliable than companies' release of data, however. >>Ceo is still the same as cgtk. e2f was a disaster to put it lightly, tough to get excited with them still in place.<< Well, E2F decoy was more binary than most. Did you see flaws in trial design or other executional errors? Or are we just unhappy because, like most bios, they failed, even though they made a credible try? Anyhow, one thing I wasn't sure of was whether or not it was a one time disposable device. When I first came across it, I thought that a site might keep a certain small number of devices, and a much larger supply of drug cassettes, sterilizing and reusing the devices, and tossing the empty cassettes. It seemed plausible because it was needleless. I see now that does not appear to be the case, so the "storage problem" you mention could indeed be a factor, and I haven't seen it addressed in the few presentations I've looked at (for those who missed our exchange on the BVF thread, the storage problem is that a site needs a lot of these, as IV starts are common, and they are bulky compared to current products; so the problem is "where do you store all these things?"). They are looking to price it at a 50% to 100% premium over existing products. This might actually be a good deal when the site is busy, as it saves time for staff, and might be worth the extra few bucks on economic analysis alone. Cheers, Tuck