Biotech Values

[drbio45]

XNPT a buy at 28 post gsk deal.

The share price has risen from 24 to 28 in anticipation but the value looks much better to me both financially and perceptionally.

Dave


Have you looked at depomed. People think they have a generic drug delivery platform but their drug delivery actually reduces the side effects. They have a once a day cipro [which will not be a big seller] and a once a day metfomin on the market which has had a slow ramp. I believe doctors think it is simply a once a day metformin. docs don't realize it has less side effects than the others.

they are expecting phase 3 data with a better formulation of gabapentin within a couple of months. they should be able to get a decent partnership