Biotech Values

[xrymd]

NEOP:

I don't follow the company but thought this was pretty well written. I'm sure the fund manager (who wrote the piece) will be getting a lot of nasty posts

It seems like a great short to me. At $50/dose sulfer colloid is going to be hard to beat. Surgeons won't be able to demand it at the likely premium pricing. It would have to go through the hospital's P and T committee (Pharmacy and Therapeutics). Radiology would certainly veto it as it would come out of our budget not the OR's.