Biotech Values

[ghmm]

REX:

Walldriver, I agree completely. I just don't get the LONG-TERM valuation for REX there are way too many shares and they'll need to dilute more. Granted they could get a nice jump IF Ovarex IMPACT trials are positive and the recent settlement not to dilute at cheap prices is a slight positive but for my money UTHR stands to gain much more from OvaRex and quite frankly at these prices I don't think it comprises much of the Valuation of United, the stock has been under a lot of pressure because of suspected Sepsis issues with IV Remodulin. The valuation is quite cheap and then consider they have 3 phase 3 programs (OvaRex, Inhaled Remodulin and Oral Remodulin). The Inhaled program in my opinion has the best chance of three (not to say OvaRex and Oral don't have a good chance) but the Phase 2 data is extremely positive and its another formulation of Treprostinil so a lot less risk then a new chemical entity.