Biotech Values

[rkrw]

No not really. I'm not currently planning on sticking around for vphm and I have no interest in pharming/dyax/jerini (shire). The real question is what % you think will be prevention vs acute, then you can back out an estimate. P, D and J have pushed prevention numbers that are clearly too low, below the number of people Lev has on open label even before approval. Whereas Lev has said they think 1,000 is reasonable. Maybe the real number will be in between. For acute I think Jerini will do well, but I'm not sure where they're at on refiling. dyax filed but I think they'll get an approvable letter.