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Replies to #59141 on Biotech Values
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ThomasS

02/16/08 2:19 AM

#59147 RE: Jonathan Robinson #59141

MNTA: You neglected to mention that all 5 of those projects involve Blockbuster, or multi-Blockbuster molecules. On that basis, an approval in any 1 signals massive market cap change for the company. Plus, they have other candidates in the pipe.

At-bat: $4B Lovenox copy
On deck: $_B M118 mother-of-all-anticoagulants
In the hole: $1B Copaxone copy


Opinion: If they are successful with Enoxaparin (Lovenox), their characterization technology may be all the rage with FoB's.