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

To: scaram(o)uche who wrote (22758)	2/1/2007 3:33:47 PM
From: Ian@SI	Respond to of 52153

Rick, I did see her on NBR last night. My impression is she knows even less about biotech than I do. Picking stocks for AOL doesn't seem to require any skill or experience.

To: scaram(o)uche who wrote (22758)	2/1/2007 3:35:29 PM
From: NeuroInvestment	Respond to of 52153

FWIW--my January 1 comments on Dimebon: <<Tulip Rookie of the Year, Honorable Mention: Medivation’s antihistamine Dimebon, reputed to have (at least) cholinesterase and NMDA inhibiting effects, was reported to have meet all endpoints in an Alzheimer's PhII conducted in Russia. The stock price has been dynamically exuberant ever since. We are told that the Russian chief investigator for the trial is a competent and ethical individual, which attenuated our concern that the results could have been influenced by the fear of polonium-spiked borscht. But the benefit on the ADAS-cog (4 pts) was similar to that shown by Reminyl and Exelon in some of their PhII trials--it was not anything special, which raises the question of whether this has any intrinsic superiority to the Aricept/Memantine combination therapy currently in vogue...... .......As was noted earlier, Medivation has an old antihistamine that appears to be the equal of cholinesterase inhibitors in its impact, but has a more complex mechanism of action. This has led to quite the valuation bubble. >> Harry NeuroInvestment