Biotech Values

[ghmm]

> MAXY – I still think he (Russell Howard) is on the arrogant side though...<

I respectfully disagree on this. Perhaps you are interpreting as arrogance what is simply confidence and skilled public speaking.
I'll give you both (good speaker and highly confident). My concern is more is he overly promoting. I haven't listened to as many of their calls lately but about a year or so ago when I was listening to more of them he would be critical of wall st.'s valuation of the company (I don't have a problem with that I like all my CEOs to think they are under valued) just his tone/manner seemed to talk down to the people who end up recommending (or not) his company. Kind-a like Fred Price did (at BioMarin).

>Maybe because he criticized my InterMune a year or two ago :) <

What did he say about ITMN?
I believe he was talking about the PEG-Actimmune program Maxygen was working on. Wish I could remember the exact wording the tone sticks out though it was to the effect of "Get off their *ss*s and move the program forward" [my wording not implying he said that] Of course InterMune has no interest in burning (more) cash unless Actimmune is successful in some indication and with patent life till like they year 3000 (actually 202? or other) I don't think they will move it forward without good reason.