Replies to post #65089 on Biotech Values

[The Borg]

> As a calibration of my expectations, I give it an 80% chance of greater than $35M in 09Q1.

Better yet, what do you forecast for 4Q08? And I agree with you that slow uptake was to be expected, given the process of getting into hospital formularies. Next quarters numbers should be more telling, but I don't think we'll be able to say one way or another til mid-09.

[DewDiligence]

Re: ZGEN’s Recothrom

As a calibration of my expectations, I give it an 80% chance of greater than $35M in 09Q1.

It’s time to recalibrate: $35M is at the high end of what ZGEN expects for the entire year. The official full-year guidance is $25-35M:

http://finance.yahoo.com/news/ZymoGenetics-Reports-Fourth-bw-14328536.html