Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Arthur Radley who wrote (23742)	5/22/2007 12:33:06 PM
From: tom pope	Read Replies (1) \| Respond to of 52153

SNUS is one of Dr Garren's long time holds. This was from 5/6. I own SPPI and COR in that list: I am now long in the Model Portfolio five positions that will have major events this year (Cardiome, Sonus, Spectrum, Cortex and Cytokinetics—interim data). I have reason to believe that there is a good chance that events for these five companies will be positive—and so far I have not decided what I will do in front of the data for each of these companies. My instinct is to gamble on them all but I’ll keep readers informed

To: Arthur Radley who wrote (23742)	7/13/2007 3:59:16 PM
From: tuck	Read Replies (1) \| Respond to of 52153

Sonus just filed a mixed shelf, and is temptingly weak today, closer to $5 now. The P2b in metastatic breast cancer looks pretty solid to my untrained eye. But the dropout rate . . . is that a bit high? Not sure how it compares to other taxanes. And it appears to be fairly small, and uncontrolled . . . and in Russia. Don't know how many sites. sonuspharma.com Anyone else have comments on this poster? The P3 data for which the above data is the support, is due in two or three months. Might be a good trade here. It does not seem to be heavily shorted, and open interest is heavily weighted to the call side, especially in the November series, which is obviously the one to be in. Apparently the non-inferiority range is 20%, but it will need to show similar survival to paclitaxel to succeed, even if it hits that fuzzy endpoint. The strategy might be to buy around now and either buy puts soon, or simply bail part of the position as the fateful day approaches. Cheers, Tuck