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Replies to #34070 on Biotech Values

AlpineBV_Miller

09/15/06 12:36 PM

#34073 RE: ghmm #34070

I'd have to check Alan's research since he has responsibility for covering them, but you could be right on those numbers. What he has in our printed research will be accurate even if I botched it on the audio interview. We think 2009 is the more likely break-even point, but it depends on BH4 next steps and the timing of the next trial.

We've been covering the company since it was under $6. It is nice to be around solid shareholders whose idea of the long-term is lnoger than a quarter or two. The fact the shareholders base didn't detonate on that awful Orapred deal was a great indicator the stock would do well. We met the current CEO shortly after his hiring, and had some insight into him before then, and have been consistently impressed.

Our subscribers are currently enjoying another audio interview with the CEO. It will be available to everyone next Friday.