Tuesday, March 13, 2012

Seeking Alpha: Is AEterna Zentaris Really Worth All This Fuss?

As a general rule, if you want to get the hate mail rolling in, write about a controversial biotech stock. And since I'm feeling a decided lack of people questioning my intelligence, ethics, and consanguinity of my parents, I thought I would wade into the maelstrom that is AEterna Zentaris (AEZS).

A New Contender For A Sizable Market
Treatment-resistant cancers are a popular target for biotechs and pharmaceuticals these days, as the thresholds of approvable efficacy tend to be more reasonable and the lack of alternatives usually supports very profitable pricing. One of the larger markets within this group is resistant colorectal cancer; although colorectal cancer is generally very treatable if caught early, not all patients are so lucky and the sheer frequency of the cancer makes the treatment-resistant population sizable.

Read the full piece here:
Is AEterna Zentaris Really Worth All This Fuss?

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