Biotech Values

[ghmm]

Dew,

Since the Q3 call is next week (and I likely won't even make notes to this call for a few days) if you don't mind I'll do it in a couple weeks. I'll try to clean up the links with tinyurl.

I don't think that I would go that far with Vertex but I certainly don't expect SGP or Roche to be overly cooperative and the PEGs certainly don't seem to be going anywhere.

Its interesting that InterMune mentioned the importance of Pegasys remaining in the body longer [I presume more than PEG-Intron] and that would be favorable to assist in cross-resistance and they have a presentation I believe AASLD with some preclinical work with it.

Thanks for the fda info/link. I will wait for the book :)