Biotech Values

[DewDiligence]

>> Just listened to the ceph call. Just me or was Baldino very testy? Sounded pissed at half the questions. Interesting how he closely monitors analyst reports--even specifically cited a couple of them and how the deal addresses analyst concerns. <<

His M.O. is to dispense with the usual formalities and confront analysts head-on. I actually find the style refreshing.

[From #3140] >> what Baldino said on the call… is a far cry from what he used to say pre cima about protecting actiq! <<

The pre-Cima comments were forward-looking statements with all the usual risks and uncertainties

>> ceph and Barr are already well acquainted with the provigil patent challenge which I think Barr will more than likely prevail. <<

CEPH will take a play from FRX’s book and try to switch Provigil patients to Nuvigil at just the right time, as FRX has successfully done with Celexa-->Lexapro. It’s a tough play to execute, however, and surely a lot is riding on the outcome.