Is ViroPharma a Buy Despite Seemingly Weak Fundamentals? [View article]
Tony Kent does not know how to value a biotech. Let's see for Camvia, potential $500M market, and 90% POS starting in 2009. You do the math. It isn't that hard. Not suprising that the tutes have been loading up for quite a while now.
Maribavir Should Guide Viropharma Higher [View article]
How do you only value Camvia at $5.12 given POS of about 90% and $500M market. Wouldn't this easily be at least a $50 share price, even w/ conservative multiple. It looks like you are giving this a very low POS of about 10% which clearly doesn't make sense. Your numbers just don't make sense.
Is ViroPharma a Buy Despite Seemingly Weak Fundamentals? [View article]
Maribavir Should Guide Viropharma Higher [View article]