Biotech Values

[iwfal]

Good management team, are you joking? I'd put these guys among the worst management teams in biotech history

They had a doofus, Scott, that made some pretty silly decisions - but he is out the door. I think almost all of the poor decisions trace to him - and note that just because they got stuck with a drug with tox issues doesn't mean they are losers. If it weren't for the liver tox (which is always a wild card) they'd have a blockbuster.

I'd put them in the category of better than 80 pct of small biotech mgt. Better than DNDN and certainly better than CTIC or INGN. But opinions will vary - so feel free to disagree.