Biotech Values

[wallstarb]

I suspect you will see a lot of downgrades based on revenue assumptions - people were buildign in nearly $250m annual sales for apaziquone. ALTH is decent but doesnt make up for apaziquone sales loss.

I have never cared for SPPI - I thought zevelin would have been a dud - I was wrong they were able to build a company around dumpster diving for late stage compounds.

I think without apaziquone $6 - $8 is more reasonable as the latest runup was hype on apaziquone