Biotech Values

[mcbio]

It's likely at least an equal competitor to BG-12 with some chance of being moderately better - a good illustration of the weakness of BIIB's having only a use patent vs having a COM patent.

Thanks Peter. And, I think we touched on this to some extent before, do you envision the ultimate potential partner for XNPT being BIIB itself or a competitor? I assume it would be a competitor since BG-12 is so new and BIIB probably doesn't believe they need a better BG-12 at this stage; it would presumably send a negative signal to the market for BIIB in that the market would question why there would be the need to partner for an improved BG-12 so soon. I suspect someone like TEVA would be the ideal partner for XNPT here.

But there could be some weakness in the stock when the numbers are released - might provide a good entry point.

You may be right. I'd love to add to my position here; hope I get the chance soon if any of my other holdings do well.