Biotech Values

[rstor1]

IL-9 program in trouble?

You make a decent case that Holroyd's departure may be a sign of wekness in the IL-9 program, but I am not persuaded.

IL-9 is in MEDI's hands. If they drop it, it becomes more important, not less, to have a pulmonary specialist to find a new partner or continue the development internally.

If you want to build a case from Holroyd's specialy, a better one may be made to show that the CF program is dead. But then why the urgency?

Regards,
Bob