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Re: bladerunner1717 post# 7698

Thursday, 07/26/2007 4:46:44 PM

Thursday, July 26, 2007 4:46:44 PM

Post# of 57939
Blade, OT - BTW, what do you think of Pharmion and Spectrum as investments at these prices? Spectrum wasn't necessarily going to get that much from Satraplatin anyway in the grand scheme of things, though their co-promote option might have been valuable and they did have some royalties. Satraplatin might still get approved eventually, once they've gotten the rest of the data. Pharmion had some good news at ASCO for one of their other compounds that sounded very promising. GPC is the one with the really big Satraplatin exposure. I haven't followed Spectrum that closely, but they have a bunch of other "irons in the fire", including (from my somewhat dated notes) Levofolinic Acid, Sumatriptan, Elsamitrucin, Eoquin, Ozarelix, Lucanthone, Renazorb, several others, plus their generic business, and their CEO seems like a sharp and resilient type, who has managed to avoid dilution over the years.




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