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rstor1

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rstor1

Re: DewDiligence post# 57945

Wednesday, 01/23/2008 12:35:54 PM

Wednesday, January 23, 2008 12:35:54 PM

Post# of 257253
HGSI,

Does anyone think that they are a value play now? If not now, at what price point? With the TEVA $ they have ~600mil cash and ~750 mil debt, but even if you assign albuferon a value of zero, the have the Lupus drug in PIII and a revenue stream form the DOD starting this year.

On a side note - I was a proponent of the January effect in micro bios. What a slap of reality from the market for that idea this year!

Regards,
Bob
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