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Replies to #3358 on Biotech Values
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rkrw

08/26/04 4:24 PM

#3360 RE: DewDiligence #3358

Watch antegren vs betaseron, avonex, copaxone over the next few years (assuming antegren data is clearly superior). I like the idea of reimbursement being in place, patients identified and being treated and clamoring for something better.

If you're talking me-too products, then I can agree, first mover advantage is big.

Obviously a moot discussion if squal doesn't deliver.