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

To: tuck who wrote (3427)3/24/2017 1:38:15 PM
From: scaram(o)uche  Respond to of 3661
 
Thanks for the pointer. Friday, wasn't paying attention. Not that I pay attention M-Th.

Price:book under 2, clean balance sheet, seemingly (a few minutes of poking at pubmed) good rationale for 1.6 in epilepsy, intriguing weak signals elsewhere........ the new normal, i.p. is not highly valued. Seems counter intuitive, in world of pricing pressure.

Near-term catalyst, but risk that Roche would drop 1.7 program. Fun.



To: tuck who wrote (3427)6/27/2017 11:04:56 AM
From: tuck  Read Replies (1) | Respond to of 3661
 
Annnnd XENE fails in pain, too, off 18% to multi-year lows. FWIW, the CEO once said he was most excited about the epilepsy program. Well, that's about all that's left aside from some preclinical stuff. Might be worth a look, but I haven't researched the program much, and if memory serves, it's no more advanced than P1. So one would have to look at timing of data versus financing needs, among other things.

Cheers, Tuck


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