Replies to post #120819 on Biotech Values

[DewDiligence]

NEOP was the answer to a recent quiz on this board that was not flattering to the company—see #msg-61372900. Caveat emptor!

[oldberkeley]

NEOP: ghmm- I don't follow the company either but I know that it's been a popular trade.

Please see my post replying to someone upset with the article: #msg-63768407.

My point is that there's no need to pre-label or package an article as good or bad: the content always stands or falls on its own merit.

[xrymd]

NEOP:

I don't follow the company but thought this was pretty well written. I'm sure the fund manager (who wrote the piece) will be getting a lot of nasty posts

It seems like a great short to me. At $50/dose sulfer colloid is going to be hard to beat. Surgeons won't be able to demand it at the likely premium pricing. It would have to go through the hospital's P and T committee (Pharmacy and Therapeutics). Radiology would certainly veto it as it would come out of our budget not the OR's.