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Replies to #37385 on Biotech Values
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ghmm

11/14/06 2:03 PM

#37390 RE: DewDiligence #37385

Do you mean a specific disease indication such as HCV or diabetes or AMD? If so, that’s a fine idea. All we need is some dedicated people who will expend the effort to compile the contents
Actually I tried to be deliberately vague :). I like both ideas. To know the competitive landscape of a disease would be nice. I don't follow HCV anywhere near some do on this board and it would save me a lot of effort :). I was going to do more research on OvaRex for my own purposes. I am not sold on it BTW, UTHR is first and foremost a PAH company but I wouldn't right off their mab program just yet and had that as one possibility.

I recall poorgradstudent had some thoughts on it and seems to know a lot (more then I) on mab's in general. I think there are some aspects the casual observerer may have overlooked when judging it. Thought maybe I could talk him/others into a deeper look if I presented some info.

I guess I could do a UTHR write up but time and it appears no one follows it here.