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Replies to #40947 on Biotech Values
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Praveen

01/22/07 6:10 PM

#40949 RE: DewDiligence #40947

The initial data in HCV was good enough I felt. But as I mentioned my main focus was always Promune and Actilon is always a second fiddle. After the Null pt population data in Nov 06, I lost confidence and took a loss in one of my accounts. It stings but better at this stage to drop rather than pushing further.

I am more disappointed with Coley mgmt that they were not very aggressive in other indications being the first in space and having such a big IP estate.

Regards,
Praveen