Replies to post #16814 on Biotech Values

[cooldrinkh2o]

RE: OSIP

It is hard to catch a falling knife. It could certainly go lower. If it does then I will increase my position.


>>Are you deliberately gambling that the ANCHOR data will come in below expectations, or do you simply think that positive ANCHOR data is priced in?<<

Not sure what the outcome of ANCHOR will be or if positive data is priced in. I do think the decline of the last few days is more Tarceva related. I also think that 2006 sales will surpass analysts expectations. A bonus for us could be OSIP pulling out of the EYET deal.