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Biotech / Medical : Depotech(depo) -- Ignore unavailable to you. Want to Upgrade?

To: scott harrison who wrote (242)11/21/1997 3:35:00 PM
From: scott harrison  Read Replies (1) | Respond to of 887
 
Tom: Another question: What price are you looking for DEPO to goto if DEPOCYTE is approved? thanks in advance.....scott



To: scott harrison who wrote (242)11/22/1997 12:37:00 AM
From: chirodoc  Respond to of 887
 
<<<<<<<anyone thing this FDA overhaul will affect our price at all?

...absolutely

......the reorg has been going on for at least 1- 2 years with the republicans screaming about the inefficiencies there.

......in fact, many people think that the fda dereg is PART of the reason for the biotech rebirth this year.

......speeding up approval of new drugs is a great boost to our favorite sector.



To: scott harrison who wrote (242)11/23/1997 1:52:00 AM
From: scaram(o)uche  Read Replies (2) | Respond to of 887
 
Scott:

Serious good news for the sector as a whole.

However, I look for the near-term impact to be most favorable for the "haves" rather than the "have nots". DEPO is a "have", in that it has a late stage project which is nearly a gimme. Another class of "have" is companies at an earlier stage, but which possess platforms that generate huge lab cash-flows (MLNM, ARIA, ARQL, etc.).

Rick


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