RiverBabe's Baby Biotechs

[wooish]

IMO, VPHM would make a good short now.

[tiedyed1]

Vphm

ViroPharma Incorporated (Nasdaq: VPHM) today announced the U.S. Food and Drug Administration (FDA) issued a complete response letter regarding Cinryze(TM) (C1 Esterase Inhibitor [Human]) industrial scale manufacturing expansion activities. The FDA has requested additional information related to observations from the pre-approval inspection and review of the technical processes.

"We and our partner Sanquin will begin working immediately to respond to the FDA as expeditiously as possible," said Vincent Milano, ViroPharma's president and chief executive officer. "And, we plan to commence manufacturing industrial scale lots at risk in the first quarter of 2011."

Continued Milano, "We remain committed to provide patients with an uninterrupted supply of Cinryze. In addition to our efforts around our industrial scale, we expect our currently approved manufacturing process alone will yield up to 60,000 doses annually."

[mrmarket]

ViroPharma Incorporated (Nasdaq: VPHM) today announced the U.S. Food and Drug Administration (FDA) issued a complete response letter regarding Cinryze(TM) (C1 Esterase Inhibitor [Human]) industrial scale manufacturing expansion activities. The FDA has requested additional information related to observations from the pre-approval inspection and review of the technical processes.

"We and our partner Sanquin will begin working immediately to respond to the FDA as expeditiously as possible," said Vincent Milano, ViroPharma's president and chief executive officer. "And, we plan to commence manufacturing industrial scale lots at risk in the first quarter of 2011."

Continued Milano, "We remain committed to provide patients with an uninterrupted supply of Cinryze. In addition to our efforts around our industrial scale, we expect our currently approved manufacturing process alone will yield up to 60,000 doses annually."

Love the revenue growth for VPHM..clearly peeps like their products.

[riverbabe]

Vphm

Not the end of the world. A buying opportunity? Nice pick tie.

[tiedyed1]

Vphm

Good momentum here going into 2011.

7:40AM ViroPharma beats by $0.14, beats on revs; issues FY10 Cinryze revenue guidance (VPHM) 15.46 : Reports Q3 (Sep) earnings of $0.45 per share, $0.14 better than the Thomson Reuters consensus of $0.31; revenues rose 46.2% year/year to $117.8 mln vs the $106.5 mln consensus. For Q3, co reported Cinryze sales of $49 mln vs consensus of $45.6 mln. For 2010, co expects net Cinryze sales to be $170-180 mln vs consensus of $171.41 mln.

[dmk112]

Avanir recieves approval NUEDEXTA, up 80% in a/h

http://www.reuters.com/finance/stocks/keyDevelopments?rpc=66&symbol=AVNR.O&timestamp=20101029221700

[peanuts]

I've been buying DNDN lately... waiting

Adding to my position this morning. Will be 66% full after today.

Back in the black. Is this ready to rock again?

[dmk112]

MNKD accused of fraud. I bought some... we shall see. PDUFA @ 12/29

http://online.wsj.com/article/BT-CO-20101104-719132.html

[peanuts]

I've been buying DNDN lately... waiting

This is not working out as expected. I might have to take a loss and sit on the sidelines for this. But, then again, it should just be a matter of time before it makes new highs and I don't need the money currently tied up in it for another stock, so maybe I'll hold.

Anyone want to tell me what they would do?

[riverbabe]

This is not working out as expected. I might have to take a loss and sit on the sidelines for this. But, then again, it should just be a matter of time before it makes new highs and I don't need the money currently tied up in it for another stock, so maybe I'll hold.

Anyone want to tell me what they would do?

Pea, you have probably read this, but I think this is what's going on. http://www.minyanville.com/businessm...d/30996?page=2

I still have some. Need to ponder this a bit. Have been out of the country and catching up on my mail. The Nov. 17th date mentioned is coming up fast. Let's discuss further.

[riverbabe]

MNKD accused of fraud. I bought some... we shall see. PDUFA @ 12/29

http://online.wsj.com/article/BT-CO-...04-719132.html

What smells does not please the FDA, no matter if unproven. I'm inclined to resist this buy.

[peanuts]

Pea, you have probably read this, but I think this is what's going on. http://www.minyanville.com/businessm...d/30996?page=2

I still have some. Need to ponder this a bit. Have been out of the country and catching up on my mail. The Nov. 17th date mentioned is coming up fast. Let's discuss further.

That article made my eyes cross. I'm not sure if his speculation is correct regarding the recent weakness. The Nov 17 review shouldn't be anything more than a bunch of blowhards trying to sound important and cautious. What credence is a smart investor really going to give them if they don't actually make a real decision? When it comes down to it, a bunch of old men with fears of loosing their virility are going to vote YES to get medicare and medicaid to cover Provenge. That's the bottom line, isn't it?

[billyjoe]

River,

Dang it! We should have bought BEC. Check out chart from last 30 days. From talking with the service reps. Beth says they'll be back to full strength within a year.

-----------billy

[riverbabe]

That article made my eyes cross. I'm not sure if his speculation is correct regarding the recent weakness. The Nov 17 review shouldn't be anything more than a bunch of blowhards trying to sound important and cautious. What credence is a smart investor really going to give them if they don't actually make a real decision? When it comes down to it, a bunch of old men with fears of loosing their virility are going to vote YES to get medicare and medicaid to cover Provenge. That's the bottom line, isn't it?

This stock is turning into a longer term investment than I had hoped for. I'm currently down some and thinking I might move the money somewhere else if there is a good place to put it. Wondering about the possibilities of takeover. Am thinking the geographic logistics of treatment might also be limiting for any willing pharma company.
Just thinking out loud here.

[riverbabe]

River,

Dang it! We should have bought BEC. Check out chart from last 30 days. From talking with the service reps. Beth says they'll be back to full strength within a year.

-----------billy

billy, for some reason, these great old companies don't get my heart beating faster. My loss. Good luck to you!