Replies to post #22564 on Biotech Values

[imnot6]

>IMCL could instead decide to acquire a company itself

or to reacquire the Erbitux rights from BMY<

That's the monster in the closet, all right, given the less-than-stellar impression that homegrown management has made to date.

IMO, impressive results published in a timely manner are the best chance for significant price appreciation, as has been the case always. Parsing Panitumumab trial figures to raise the ABGX FUD level is a minor rear-guard action not worth a lot of time, nor extensive ruminations on what pricing structure might best fit with Erb's potential as a drug given for chronic disease management.

It's hard not to view 1H06 as containing a major inflection point, whether triggered by major IMCL disclosures or the conspicuous lack of such.