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Post# of 253350
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Alias Born 01/23/2008

Re: None

Monday, 09/29/2008 11:01:59 PM

Monday, September 29, 2008 11:01:59 PM

Post# of 253350
my own thoughts -

SVNT - I never liked Puricase. ACR data didn’t look to great either. The abstract from ACR that was just posted online a week ago for ACR. Safety reasons and 10% rate of IgE formation are keeping all the rumored acquirors away. recent share price reflects investor sentiment regarding partnership/M&A - as previously speculated. will prob never happen.

UTHR - don’t like that one either. The pricing on that stock is ridiculous. Can’t wait to see the Cialis data – should be an interesting day.

SQNM - dropped close to 10% today. some ppl like them, some ppl don't. i still think their down syndrome's test looks pretty solid. anticipating more pt data. some analysts still think this stock is way over value.




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