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


To: biowa who wrote (6711)5/28/1999 12:32:00 AM
From: Vector1  Read Replies (1) | Respond to of 9719
 
Biowa,
I don't know much about Cubist. Why do you like them.
V1



To: biowa who wrote (6711)6/7/1999 11:51:00 PM
From: biowa  Read Replies (1) | Respond to of 9719
 
V1,

What I really like about Cubist is it's late-stage antibiotic candidate, daptomycin. In Phase III trials, this molecule has some really undervalued potential, though it is only intravenous. Potentially, it could be the standard of care for empiric treatment of Gram positive infections by early in the next decade.

biowa