Biotech Values

[Praveen]

AMLN, Cardiome n Others

Have been really busy because I am moving my place. I am still going to be around detroit. Have missed a few posts here. Hey Randy, Sorry I had to miss AMLN's meeting. Did anyone hear the latest c/c ?

Hi Blade runner, Regarding CRME Phase II top-line oxypurinol CHF results, I am not optimistic. I even didn't include them in it's value. If it comes out positive, there won't be much of an upside either. I am looking for a partnership for their oral RSD 1235 but it is unlikely. Might be an acquisition?

The most imp is rsd 1235 oral. I have a positive outlook on them and really looking forward for the results first from the IV version. The oral has a lot of value since most AF patients take oral drugs at home and which are not satisfactory.

The management team is good. The imp thing is they only licensed the iv form to astellas former fujisawa. They kept the oral rights.

In the canadian biotech sector the most promising in my view are IDBE, CRME n VSGN. I hold a few hundreds of all of them in my retirment account.

Recently I haven't been following VSGN. Any body follow VSGN here?

Dr.Praveen