Biotech Values

[mcbio]

I always enjoy Alex's pieces, more so than any other biotech analyst. But yeah, he tends to use hyperbole a lot to get his point across.

That Cross Current Web site is nice as all of the research pieces are free and openly accessible. I just read several of the articles on ARRY and they seem to be quite optimistic on ARRY as well. In particular, the 11/21/11 piece speculates that AZN may be able to file for selumetinib approval based on the Phase 2 uveal melanoma data that will read out in 2H12.