Biotech Values

[ghmm]

rfj,

THanks for the reply and comments. I finally heard all of the Analyst event. They are a bit earlier stage then I would like. But I like to keep an eye on these as sometimes you can get them near cash. They'll need a lot more cash too (unless they partner) so I am leary without having a good idea on future share count (I learned my lesson here and that is one reason I agree with those who would avoid DNDN).

One thing I liked is the potential for combo therapy (with I believe all of their compounds). I got the impression the organic arsenic is much safer, I'll have to recheck. Also the ifosfamide compound seemed interesting I have to see besides ICE what other chemo treatments its in. I believe they are working on preclinical oral formulations for the other compounds. Another thing is they mentioned having backup compounds of at least 101.

Thanks again for the comments.