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DewDiligence

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DewDiligence

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Re: rkrw post# 86193

Thursday, 11/12/2009 2:29:38 PM

Thursday, November 12, 2009 2:29:38 PM

Post# of 257257
TLCR:

They could be at a big risk when/if (in pivotal studies) the bax/halo one monthly injection formulation comes out. Talecris is working on their own injectable but it's once weekly, 4 injections and needs 40% more drug because of bioavailability issues. Given the cogs it seems like a non-starter to me.

TCLR’s insiders presumably agree—they unloaded $400M of stock concurrently with the IPO.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
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