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News Focus
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jq1234

02/25/11 6:29 PM

#115514 RE: DewDiligence #115508

Today I actually addd to my position I accumulated during last summer, increasing my cost average a little bit. I was actually relieved there wasn't any major unknown issue from the plant cell based technology platform.

PS I have to mention one thing you despised, hedging with option saved me today, selling volatility in the past week when volatility spiked.
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mcbio

02/25/11 7:38 PM

#115517 RE: DewDiligence #115508

Taliglucerase, once approved, may win at least 15 percent of patients “through strong marketing and competitive pricing,” said Ritu Baral, an analyst at Canaccord Genuity in New York, in a Feb. 22 note to clients.

Is 15% of the market really the consensus expected peak potential for this drug? I would think PFE wouldn't have bothered to get involved if they were only forecasting peak potential of 15% market share, especially since they will only be getting 60% of revenues.
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jq1234

02/26/11 4:14 PM

#115568 RE: DewDiligence #115508