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Replies to #234 on Biotech Values
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DewDiligence

11/01/03 1:59 PM

#235 RE: drbio45 #234

[OT] ConjuChem:

>> Concujem is trading with a market cap of about 120 million and is about 2 years behind AMLN…

Which other companies are competing in this space?

Regarding the AMLN/LLY approach, here is some skeptical commentary:

http://www.trends-in-medicine.com/June2003/Diabetes063pRev.pdf

…which suggests that this is far from being a slam dunk. Do you have any response?

>> I would say it is worth the " hassle" to buy it on the toronto exchange. <<

Maybe hassle was the wrong word –my broker doesn’t do Toronto and I would have to set up another account. But it would be worth it if I were convinced this was another GENR-like opportunity.