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 : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: Rocketman who wrote (4466)	3/24/1998 12:06:00 PM
From: Flagrante Delictu	Read Replies (1) \| Respond to of 9719

Rman, Re: CBMI analysis. It is a privilege to be able to access your insights as well as to receive your e-mailed humor. Bernie

To: Rocketman who wrote (4466)	3/24/1998 2:53:00 PM
From: Biomaven	Read Replies (1) \| Respond to of 9719

Rman, Thanks for your comprehensive CBMI analysis. A couple of comments: First, it's hard to fault them for including an x-ray followup. I can't seriously see them going to the FDA for approval without x-ray data. Second, given that neither OP-1 nor autograft achieved their desired radiological endpoint, doesn't this just devalue the endpoint as unattainable at present? It doesn't detract from the apparent equivalence of OP-1 and autograft, which is all that is at issue. I recall reading somewhere that the FDA was trying to reign-in its advisory committees and bring them back into the practical world. (I think this may have been a fallout from the Depotech debacle, where the rules changed mid-stream). If this is so, this might signal a reduction in the nit-picking approach that we have all come to know and love <G>. Do you think that a Norian IPO would hurt CBMI/Stryker? Peter

To: Rocketman who wrote (4466)	3/24/1998 11:09:00 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 9719

Hi Rman: Not going into discussion about recently announced clinical data, I will second Peter opinion and view on OP-1 data. In short, I think that you were to harsh on this issue. If this is in relation to your position in Lorian, I would understand. Still one statement bag me : >>I'd call this stock a crapshoot.<< Only stock, or company? If one call SEPR strong bay at ~40 (cap~1.3 b), and CBMI (cap~250 m) crapshoot at ~8, something is wrong in fundamental analysis. I own both, and probably will sell CBMI before SEPR. Still, I think that CBMI will see 16 before SEPR can reach 80. mz